Cambridge Investment Research Advisors’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History

Cambridge Investment Research Advisors’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 Q3	–	Sell	-27,932	Closed	-$847K	–	3831
2025 Q2	$847K	Sell	27,932 -458	-2%	-$13K	﹤0.01%	2085
2025 Q1	$790K	Sell	28,390 -468	-2%	-$13.4K	﹤0.01%	2050
2024 Q4	$820K	Sell	28,858 -22,925	-44%	-$649K	﹤0.01%	2026
2024 Q3	$1.45M	Buy	51,783 +18,947	+58%	+$516K	﹤0.01%	1586
2024 Q2	$882K	Sell	32,836 -625	-2%	-$16.5K	﹤0.01%	1862
2024 Q1	$878K	Sell	33,461 -1,118	-3%	-$28.6K	﹤0.01%	1815
2023 Q4	$862K	Buy	+34,579	New	+$825K	﹤0.01%	1747

Other funds holding PSMJ

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ACM

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Cambridge Investment Research Advisors's PSMJ Position: Q3 2025 in Review

Cambridge Investment Research Advisors sold out of Pacer Swan SOS Moderate July ETF (PSMJ) in Q3 2025, closing a stake of 27,932 shares — an estimated $847K sold.

Cambridge Investment Research Advisors first reported a position in PSMJ in Q4 2023 and held it in 7 quarters. The position peaked at $1.45M in Q3 2024. 25 funds tracked by Wall St. Rank hold PSMJ as of Q3 2025.

Cambridge Investment Research Advisors reported no remaining Pacer Swan SOS Moderate July ETF position as of Q3 2025 after selling out during the quarter.
Cambridge Investment Research Advisors sold 27,932 Pacer Swan SOS Moderate July ETF shares in Q3 2025, an estimated $847K.
Cambridge Investment Research Advisors first reported a position in Pacer Swan SOS Moderate July ETF in Q4 2023 and held it in 7 quarters.
Cambridge Investment Research Advisors's Pacer Swan SOS Moderate July ETF position peaked at $1.45M in Q3 2024.
25 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q3 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.