Bank of America
PSMJ icon

Bank of America’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History

Bank of America’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
2025
Q4 		– Sell
-975
Closed -$30.8K – 8138
2025
Q3 		$30.8K Buy
+975
New +$30.1K ﹤0.01% 6973

Other funds holding PSMJ

SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Osaic Holdings
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
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America's PSMJ Position: Q4 2025 in Review

Bank of America sold out of Pacer Swan SOS Moderate July ETF (PSMJ) in Q4 2025, closing a stake of 975 shares — an estimated $30.8K sold.

Bank of America first reported a position in PSMJ in Q3 2025 and held it in 1 quarter. The position peaked at $30.8K in Q3 2025. 25 funds tracked by Wall St. Rank hold PSMJ as of Q4 2025.

  • Bank of America reported no remaining Pacer Swan SOS Moderate July ETF position as of Q4 2025 after selling out during the quarter.
  • Bank of America sold 975 Pacer Swan SOS Moderate July ETF shares in Q4 2025, an estimated $30.8K.
  • Bank of America first reported a position in Pacer Swan SOS Moderate July ETF in Q3 2025 and held it in 1 quarter.
  • Bank of America's Pacer Swan SOS Moderate July ETF position peaked at $30.8K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q4 2025.

Based on Bank of America's 13F filing for Q4 2025, filed 17 Feb 2026.