Allworth Financial’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History

Allworth Financial’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	$68.1K	Hold	2,012	–	–	﹤0.01%	2226
2026 Q1	$64K	Hold	2,012	–	–	﹤0.01%	2144
2025 Q4	$64.8K	Sell	2,012 -17	-0.8%	-$540	﹤0.01%	2028
2025 Q3	$64K	Sell	2,029 -7	-0.3%	-$216	﹤0.01%	1953
2025 Q2	$61.8K	Hold	2,036	–	–	﹤0.01%	1828
2025 Q1	$55.9K	Hold	2,036	–	–	﹤0.01%	1507
2024 Q4	$59K	Hold	2,036	–	–	﹤0.01%	1497
2024 Q3	$56.9K	Hold	2,036	–	–	﹤0.01%	1358
2024 Q2	$55K	Buy	+2,036	New	+$53.8K	﹤0.01%	1340

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

Allworth Financial's PSMJ Position: Q2 2026 in Review

Allworth Financial held its Pacer Swan SOS Moderate July ETF (PSMJ) position steady in Q2 2026 at 2,012 shares worth $68.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2226.

Allworth Financial first reported a position in PSMJ in Q2 2024 and has held it in 9 quarters since. 16 funds tracked by Wall St. Rank hold PSMJ as of Q2 2026.

Allworth Financial held 2,012 shares of Pacer Swan SOS Moderate July ETF worth $68.1K as of Q2 2026.
Allworth Financial left its Pacer Swan SOS Moderate July ETF share count unchanged in Q2 2026.
Pacer Swan SOS Moderate July ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2226 holding.
Allworth Financial first reported a position in Pacer Swan SOS Moderate July ETF in Q2 2024 and has held it in 9 quarters since.
16 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.