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

Ameritas Advisory Services’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	$450K	Buy	13,300 +3,300	+33%	+$110K	0.01%	830
2026 Q1	$318K	Hold	10,000	–	–	0.01%	741
2025 Q4	$322K	Buy	+10,000	New	+$318K	0.01%	734
2025 Q3	–	Sell	-800	Closed	-$24.3K	–	2729
2025 Q2	$24.3K	Sell	800 -12,500	-94%	-$354K	﹤0.01%	1657
2025 Q1	$370K	Hold	13,300	–	–	0.01%	645
2024 Q4	$378K	Buy	+13,300	New	+$377K	0.01%	659
2024 Q3	–	Sell	-13,300	Closed	-$357K	–	921
2024 Q2	$357K	Hold	13,300	–	–	0.01%	682
2024 Q1	$349K	Buy	+13,300	New	+$340K	0.01%	662
2023 Q4	–	Sell	-13,300	Closed	-$309K	–	814
2023 Q3	$309K	Buy	+13,300	New	+$315K	0.02%	625
2023 Q2	–	Sell	-13,300	Closed	-$293K	–	2044
2023 Q1	$293K	Sell	13,300 -816	-6%	-$17.5K	0.01%	647
2022 Q4	$294K	Buy	+14,116	New	+$292K	0.01%	715
2022 Q3	–	Sell	-19,116	Closed	-$389K	–	801
2022 Q2	$389K	Hold	19,116	–	–	0.02%	528
2022 Q1	$407K	Buy	+19,116	New	+$401K	0.01%	561

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Ameritas Advisory Services increased its Pacer Swan SOS Moderate July ETF (PSMJ) stake by 33% in Q2 2026, buying an estimated $110K and bringing the position to 13,300 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #830.

Ameritas Advisory Services first reported a position in PSMJ in Q1 2022 and has held it in 13 quarters since. 16 funds tracked by Wall St. Rank hold PSMJ as of Q2 2026.

Ameritas Advisory Services held 13,300 shares of Pacer Swan SOS Moderate July ETF worth $450K as of Q2 2026.
Ameritas Advisory Services bought 3,300 Pacer Swan SOS Moderate July ETF shares in Q2 2026, an estimated $110K.
Pacer Swan SOS Moderate July ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #830 holding.
Ameritas Advisory Services first reported a position in Pacer Swan SOS Moderate July ETF in Q1 2022 and has held it in 13 quarters since.
16 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.