AF
PSCJ icon

Allworth Financial’s Pacer Swan SOS Conservative July ETF PSCJ Stock Holding History

Allworth Financial’s Portfolio PSCJ Stock Details PSCJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,137
Closed -$33.6K – 5233
2025
Q3 		$33.6K Buy
1,137
+156
+16% +$4.51K ﹤0.01% 2386
2025
Q2 		$27.9K Sell
981
-186
-16% -$4.92K ﹤0.01% 2303
2025
Q1 		$29.7K Hold
1,167
– – ﹤0.01% 1836
2024
Q4 		$31.8K Buy
+1,167
New +$31.1K ﹤0.01% 1812

Other funds holding PSCJ

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return

Allworth Financial's PSCJ Position: Q4 2025 in Review

Allworth Financial sold out of Pacer Swan SOS Conservative July ETF (PSCJ) in Q4 2025, closing a stake of 1,137 shares — an estimated $33.6K sold.

Allworth Financial first reported a position in PSCJ in Q4 2024 and held it in 4 quarters. The position peaked at $33.6K in Q3 2025. 8 funds tracked by Wall St. Rank hold PSCJ as of Q4 2025.

  • Allworth Financial reported no remaining Pacer Swan SOS Conservative July ETF position as of Q4 2025 after selling out during the quarter.
  • Allworth Financial sold 1,137 Pacer Swan SOS Conservative July ETF shares in Q4 2025, an estimated $33.6K.
  • Allworth Financial first reported a position in Pacer Swan SOS Conservative July ETF in Q4 2024 and held it in 4 quarters.
  • Allworth Financial's Pacer Swan SOS Conservative July ETF position peaked at $33.6K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Pacer Swan SOS Conservative July ETF as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.