Avantax Advisory Services’s Pacer Swan SOS Moderate January ETF PSMD Stock Holding History

Avantax Advisory Services’s Portfolio PSMD Stock Details PSMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$337K	Hold	11,073	–	–	﹤0.01%	1827
2025 Q1	$318K	Buy	11,073 +2,750	+33%	+$80.6K	﹤0.01%	1794
2024 Q4	$242K	Hold	8,323	–	–	﹤0.01%	1933
2024 Q3	$238K	Hold	8,323	–	–	﹤0.01%	1911
2024 Q2	$232K	Hold	8,323	–	–	﹤0.01%	1872
2024 Q1	$225K	Sell	8,323 -1,775	-18%	-$47K	﹤0.01%	1475
2023 Q4	$261K	Sell	10,098 -1,500	-13%	-$37.4K	﹤0.01%	1320
2023 Q3	$282K	Sell	11,598 -1,075	-8%	-$26.4K	﹤0.01%	1231
2023 Q2	$310K	Hold	12,673	–	–	﹤0.01%	1169
2023 Q1	$294K	Hold	12,673	–	–	﹤0.01%	1164
2022 Q4	$279K	Sell	12,673 -122	-1%	-$2.63K	﹤0.01%	1141
2022 Q3	$261K	Hold	12,795	–	–	﹤0.01%	1066
2022 Q2	$265K	Hold	12,795	–	–	﹤0.01%	1064
2022 Q1	$288K	Buy	+12,795	New	+$285K	﹤0.01%	1022

Other funds holding PSMD

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

ACM

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

OMC

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BCG

Bravias Capital Group Iselin, New Jersey $153M AUM 23.67% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Avantax Advisory Services's PSMD Position: Q2 2025 in Review

Avantax Advisory Services held its Pacer Swan SOS Moderate January ETF (PSMD) position steady in Q2 2025 at 11,073 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

Avantax Advisory Services first reported a position in PSMD in Q1 2022 and has held it in 14 quarters since. 18 funds tracked by Wall St. Rank hold PSMD as of Q2 2025.

Avantax Advisory Services held 11,073 shares of Pacer Swan SOS Moderate January ETF worth $337K as of Q2 2025.
Avantax Advisory Services left its Pacer Swan SOS Moderate January ETF share count unchanged in Q2 2025.
Pacer Swan SOS Moderate January ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1827 holding.
Avantax Advisory Services first reported a position in Pacer Swan SOS Moderate January ETF in Q1 2022 and has held it in 14 quarters since.
18 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate January ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.