Anfield Capital Management’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History

Anfield Capital Management’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 Q1	$370K	Sell	11,633 -2,307	-17%	-$74.4K	0.1%	83
2025 Q4	$449K	Hold	13,940	–	–	0.14%	66
2025 Q3	$440K	Hold	13,940	–	–	0.13%	65
2025 Q2	$423K	Sell	13,940 -88	-0.6%	-$2.49K	0.14%	59
2025 Q1	$390K	Sell	14,028 -10	-0.1%	-$286	0.14%	56
2024 Q4	$399K	Hold	14,038	–	–	0.14%	51
2024 Q3	$392K	Sell	14,038 -81	-0.6%	-$2.21K	0.15%	51
2024 Q2	$379K	Buy	+14,119	New	+$373K	0.18%	40
2024 Q1	–	Sell	-10,369	Closed	-$258K	–	363
2023 Q4	$258K	Hold	10,369	–	–	0.14%	66
2023 Q3	$241K	Buy	+10,369	New	+$246K	0.11%	63

Other funds holding PSMJ

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $696M AUM 17.73% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Anfield Capital Management's PSMJ Position: Q1 2026 in Review

Anfield Capital Management reduced its Pacer Swan SOS Moderate July ETF (PSMJ) stake by 17% in Q1 2026, selling an estimated $74.4K and leaving 11,633 shares worth $370K. The position accounts for 0.1% of the portfolio, ranked #83.

Anfield Capital Management first reported a position in PSMJ in Q3 2023 and has held it in 10 quarters since. The position peaked at $449K in Q4 2025. 24 funds tracked by Wall St. Rank hold PSMJ as of Q1 2026.

Anfield Capital Management held 11,633 shares of Pacer Swan SOS Moderate July ETF worth $370K as of Q1 2026.
Anfield Capital Management sold 2,307 Pacer Swan SOS Moderate July ETF shares in Q1 2026, an estimated $74.4K.
Pacer Swan SOS Moderate July ETF made up 0.1% of Anfield Capital Management's portfolio in Q1 2026, its #83 holding.
Anfield Capital Management first reported a position in Pacer Swan SOS Moderate July ETF in Q3 2023 and has held it in 10 quarters since.
Anfield Capital Management's Pacer Swan SOS Moderate July ETF position peaked at $449K in Q4 2025.
24 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.