PSFD PACER FDS TR SWAN SOS FLEX

Ownership history in Pacer Advisors, Inc.  ·  18 quarters on record

AI Ownership Summary

Pacer Advisors, Inc. reported PACER FDS TR SWAN SOS FLEX (PSFD) in 18 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.06% in 2024 Q1. The latest visible filing shows PSFD at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PSFD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pacer Advisors, Inc.'s position in PACER FDS TR SWAN SOS FLEX, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PSFD was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Pacer Advisors, Inc. held PSFD — position size vs. price
% of Fund (quarterly)    PSFD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 619,617 -36,033 -5.5% 0.06% $23.2M 2026-02-14 (Est.) $37.41
2025 Q3 REDUCED 655,650 -22,697 -3.3% 0.06% $23.8M 2025-10-15 $36.26
2025 Q2 REDUCED 678,347 -60,138 -8.1% 0.06% $23.5M 2025-08-12 $35.53
2025 Q1 REDUCED 738,485 -19,360 -2.6% 0.06% $24.0M 2025-05-06 $32.46
2024 Q4 REDUCED 757,845 -25,929 -3.3% 0.05% $25.1M 2025-01-22 $33.82
2024 Q3 REDUCED 783,774 -61,092 -7.2% 0.05% $25.4M 2024-11-12 $32.83
2024 Q2 REDUCED 844,866 -15,798 -1.8% 0.06% $26.6M 2024-08-13 $31.54
2024 Q1 ADDED 860,664 +363,571 +73.1% 0.06% $26.3M 2024-05-10 $30.65
2023 Q4 ADDED 497,093 +127,814 +34.6% 0.04% $14.4M 2024-01-16 $28.94
2023 Q3 ADDED 369,279 +37,525 +11.3% 0.04% $9.8M 2023-11-13 $27.17
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Pacer Advisors, Inc. and PSFD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Pacer Advisors, Inc. reported owning PSFD?

Pacer Advisors, Inc. reported PSFD across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported PSFD position in Pacer Advisors, Inc.'s portfolio?

The largest reported portfolio weight for PSFD was 0.06% in 2024 Q1.

What is the latest reported PSFD position on this page?

The most recent filing on this page is 2025 Q4, when Pacer Advisors, Inc. reported 619,617 shares, equal to 0.06% of portfolio, with an estimated market value of $23.2M.

What does the chart on this PSFD ownership page compare?

The chart compares Pacer Advisors, Inc.'s quarterly PSFD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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