HBW ADVISORY SERVICES LLC PSFF — PACER FDS TR

Ownership history in HBW ADVISORY SERVICES LLC  ·  8 quarters on record

AI Ownership Summary

HBW ADVISORY SERVICES LLC reported PACER FDS TR (PSFF) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.07% in 2025 Q4. The latest visible filing shows PSFF 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.

What this PSFF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HBW ADVISORY SERVICES LLC's position in PACER FDS TR, 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
2026 Q2

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

High-water mark
Peak Conviction
0.07% in 2025 Q4

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

Time in book
Holding Window
2024 Q3 to 2026 Q2

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.

PSFF stock page HBW ADVISORY SERVICES LLC fund profile HBW ADVISORY SERVICES LLC full holdings
How HBW ADVISORY SERVICES LLC held PSFF — position size vs. price
% of Fund (quarterly)    PSFF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 19,815 +118 +0.6% 0.06% $680K 2026-07-16 $34.41
2026 Q1 REDUCED 5.4% +6.9% ❌ 19,697 -1,130 -5.4% 0.07% $631K 2026-05-04 $33.56
2025 Q4 ADDED — — — 20,827 +6,402 +44.4% 0.07% $673K 2026-01-23 $32.55
2025 Q3 REDUCED — — — 14,425 -289 -2.0% 0.05% $456K 2025-10-16 $31.52
2025 Q2 ADDED — — — 14,714 +1,018 +7.4% 0.06% $448K 2025-07-02 $30.43
2025 Q1 REDUCED 6.1% +6.8% ❌ 13,696 -887 -6.1% 0.06% $391K 2025-04-09 $28.01
2024 Q4 ADDED — — — 14,583 +2,001 +15.9% 0.04% $427K 2025-01-10 $29.13
2024 Q3 INITIATED — — — 12,582 — — 0.05% $362K 2024-10-04 $28.71

🏢 Other funds also holding PSFF

As of 2026 Q2 — sorted by position size

Storen Legacy Partners, LLC 1.2% Bison Wealth, LLC 0.82% Trinity Wealth Management, LLC 3Y 0.31% INDEPENDENT FINANCIAL GROUP, LLC 0.04% SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3Y 7Y 0.03% RFG Advisory, LLC 3Y 7Y 0.03% Merit Financial Group, LLC 3Y 7Y 0.03% FIDUCIARY FINANCIAL GROUP, LLC 0.03% Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3Y 7Y 0.02% Accurate Wealth Management, LLC 3Y 0.02%

FAQ About HBW ADVISORY SERVICES LLC and PSFF

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

How long has HBW ADVISORY SERVICES LLC reported owning PSFF?

HBW ADVISORY SERVICES LLC reported PSFF across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported PSFF position in HBW ADVISORY SERVICES LLC's portfolio?

The largest reported portfolio weight for PSFF was 0.07% in 2025 Q4.

What is the latest reported PSFF position on this page?

The most recent filing on this page is 2026 Q2, when HBW ADVISORY SERVICES LLC reported 19,815 shares, equal to 0.06% of portfolio, with an estimated market value of $680K.

What does the chart on this PSFF ownership page compare?

The chart compares HBW ADVISORY SERVICES LLC's quarterly PSFF 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.

How well did HBW ADVISORY SERVICES LLC time their PSFF position?

Based on 13F filing dates vs. subsequent PSFF price moves, HBW ADVISORY SERVICES LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on PSFF relative to SPY over the holding period was -6.0%.

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