PSFF — Pacer Swan Sos Fund Of Funds Etf

Ownership history in Integrated Wealth Concepts LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in Pacer Swan Sos Fund Of Funds Etf (PSFF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q1)
Avg. % of fund
0.01%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 35,509 -1,255 -3.4% 0.01% $1.1M $31.59
2025 Q2 ADDED 36,764 +433 +1.2% 0.01% $1.1M $30.48
2025 Q1 ADDED 36,331 +3,945 +12.2% 0.01% $1.0M $28.55
2024 Q4 INITIATED 32,386 — — 0.01% $949K $29.29
% of Fund (quarterly)    PSFF price (monthly, adj. close)

Other funds also holding PSFF

As of 2025 Q4 — sorted by position size

MARIPAU WEALTH MANAGEMENT LLC 3Y 8.6% Copley Financial Group, Inc. 7.29% Storen Legacy Partners, LLC 3.61% Financial Strategies Group, Inc. 3Y 2.52% New Century Financial Group, LLC 1.76% Signal Advisors Wealth, LLC 1.5% Core Wealth Advisors, Inc. 3Y 1.18% Financial Network Wealth Advisors LLC 1.14% ODonnell Financial Services, LLC 3Y 1.11% OPTIMA CAPITAL LLC 0.88%
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