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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$61.8K Hold
2,036
﹤0.01% 1820
2025
Q1
$55.9K Hold
2,036
﹤0.01% 1500
2024
Q4
$59K Hold
2,036
﹤0.01% 1492
2024
Q3
$56.9K Hold
2,036
﹤0.01% 1356
2024
Q2
$55K Buy
+2,036
New +$55K ﹤0.01% 1340