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

Ausdal Financial Partners’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	–	Sell	-6,405	Closed	-$206K	–	1033
2025 Q4	$206K	Hold	6,405	–	–	0.01%	889
2025 Q3	$202K	Sell	6,405 -1,000	-14%	-$30.9K	0.01%	893
2025 Q2	$225K	Sell	7,405 -100	-1%	-$2.83K	0.02%	632
2025 Q1	$209K	Sell	7,505 -200	-3%	-$5.71K	0.02%	596
2024 Q4	$219K	Sell	7,705 -20	-0.3%	-$567	0.02%	527
2024 Q3	$216K	Buy	+7,725	New	+$210K	0.02%	482

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 $26.4B AUM 21.05% 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 $71.6B AUM 21.08% 1-Year Est. Return

Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Ausdal Financial Partners's PSMJ Position: Q1 2026 in Review

Ausdal Financial Partners sold out of Pacer Swan SOS Moderate July ETF (PSMJ) in Q1 2026, closing a stake of 6,405 shares — an estimated $206K sold.

Ausdal Financial Partners first reported a position in PSMJ in Q3 2024 and held it in 6 quarters. The position peaked at $225K in Q2 2025. 24 funds tracked by Wall St. Rank hold PSMJ as of Q1 2026.

Ausdal Financial Partners reported no remaining Pacer Swan SOS Moderate July ETF position as of Q1 2026 after selling out during the quarter.
Ausdal Financial Partners sold 6,405 Pacer Swan SOS Moderate July ETF shares in Q1 2026, an estimated $206K.
Ausdal Financial Partners first reported a position in Pacer Swan SOS Moderate July ETF in Q3 2024 and held it in 6 quarters.
Ausdal Financial Partners's Pacer Swan SOS Moderate July ETF position peaked at $225K in Q2 2025.
24 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.