Advisory Services Network’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History

Advisory Services Network’s Portfolio PSMJ Stock Details PSMJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,010	Closed	-$64K	–	4016
2026 Q1	$64K	Buy	+2,010	New	+$64.8K	﹤0.01%	2474
2025 Q4	–	Sell	-2,835	Closed	-$89.5K	–	3648
2025 Q3	$89.5K	Buy	+2,835	New	+$87.6K	﹤0.01%	2139
2024 Q1	–	Sell	-2,860	Closed	-$71.3K	–	3111
2023 Q4	$71.3K	Buy	+2,860	New	+$68.2K	﹤0.01%	1823
2021 Q4	–	Sell	-19,400	Closed	-$398K	–	1483
2021 Q3	$398K	Buy	+19,400	New	+$402K	0.01%	970

Other funds holding PSMJ

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

PPWM

Premier Private Wealth Management Palm Harbor, Florida $114M AUM

Advisory Services Network's PSMJ Position: Q2 2026 in Review

Advisory Services Network sold out of Pacer Swan SOS Moderate July ETF (PSMJ) in Q2 2026, closing a stake of 2,010 shares — an estimated $64K sold.

Advisory Services Network first reported a position in PSMJ in Q3 2021 and held it in 4 quarters. The position peaked at $398K in Q3 2021. 16 funds tracked by Wall St. Rank hold PSMJ as of Q2 2026.

Advisory Services Network reported no remaining Pacer Swan SOS Moderate July ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 2,010 Pacer Swan SOS Moderate July ETF shares in Q2 2026, an estimated $64K.
Advisory Services Network first reported a position in Pacer Swan SOS Moderate July ETF in Q3 2021 and held it in 4 quarters.
Advisory Services Network's Pacer Swan SOS Moderate July ETF position peaked at $398K in Q3 2021.
16 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.