Cetera Investment Advisers
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Cetera Investment Advisers’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History

Cetera Investment Advisers’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
Q2 		– Sell
-6,639
Closed -$211K – 5126
2026
Q1 		$211K Sell
6,639
-1,255
-16% -$40.5K ﹤0.01% 4252
2025
Q4 		$254K Hold
7,894
– – ﹤0.01% 4042
2025
Q3 		$249K Buy
+7,894
New +$244K ﹤0.01% 3989

Other funds holding PSMJ

SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
PPWM
Premier Private Wealth Management Palm Harbor, Florida $114M AUM

Cetera Investment Advisers's PSMJ Position: Q2 2026 in Review

Cetera Investment Advisers sold out of Pacer Swan SOS Moderate July ETF (PSMJ) in Q2 2026, closing a stake of 6,639 shares — an estimated $211K sold.

Cetera Investment Advisers first reported a position in PSMJ in Q3 2025 and held it in 3 quarters. The position peaked at $254K in Q4 2025. 16 funds tracked by Wall St. Rank hold PSMJ as of Q2 2026.

  • Cetera Investment Advisers reported no remaining Pacer Swan SOS Moderate July ETF position as of Q2 2026 after selling out during the quarter.
  • Cetera Investment Advisers sold 6,639 Pacer Swan SOS Moderate July ETF shares in Q2 2026, an estimated $211K.
  • Cetera Investment Advisers first reported a position in Pacer Swan SOS Moderate July ETF in Q3 2025 and held it in 3 quarters.
  • Cetera Investment Advisers's Pacer Swan SOS Moderate July ETF position peaked at $254K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.