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

Avantax 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
2023
Q2 		– Sell
-19,472
Closed -$426K – 1559
2023
Q1 		$426K Sell
19,472
-548
-3% -$11.7K 0.01% 981
2022
Q4 		$417K Buy
+20,020
New +$414K 0.01% 946

Other funds holding PSMJ

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Avantax Advisory Services's PSMJ Position: Q2 2023 in Review

Avantax Advisory Services sold out of Pacer Swan SOS Moderate July ETF (PSMJ) in Q2 2023, closing a stake of 19,472 shares — an estimated $426K sold.

Avantax Advisory Services first reported a position in PSMJ in Q4 2022 and held it in 2 quarters. The position peaked at $426K in Q1 2023. 14 funds tracked by Wall St. Rank hold PSMJ as of Q2 2023.

  • Avantax Advisory Services reported no remaining Pacer Swan SOS Moderate July ETF position as of Q2 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 19,472 Pacer Swan SOS Moderate July ETF shares in Q2 2023, an estimated $426K.
  • Avantax Advisory Services first reported a position in Pacer Swan SOS Moderate July ETF in Q4 2022 and held it in 2 quarters.
  • Avantax Advisory Services's Pacer Swan SOS Moderate July ETF position peaked at $426K in Q1 2023.
  • 14 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q2 2023.

Based on Avantax Advisory Services's 13F filing for Q2 2023, filed 11 Aug 2023.