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Pacer Fds Tr Swan Sos Flex shares owned by Holistic Planning

Quarter-by-quarter ownership of Pacer Fds Tr Swan Sos Flex (PSFO) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Pacer Fds Tr Swan Sos Flex

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All positions including Pacer Fds Tr Swan Sos Flex held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacer Fds Tr Swan Sos Flex by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 46k 32.40

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Top funds holding Pacer Fds Tr Swan Sos Flex

Swan Wealth Advisors
Pacer Advisors
Holistic Planning
Old Mission Capital
Citadel Advisors
Gladstone Institutional Advisory
LPL Financial
Financial Network Wealth Advisors
Calton & Associates
Advisor Group Holdings
Blue Bell Private Wealth Management

View all funds holding Pacer Fds Tr Swan Sos Flex