Cetera Investment Advisers
PSMJ icon

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
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

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 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 $26.4B AUM 21.05% 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 $71.6B AUM 21.08% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Cetera Investment Advisers's PSMJ Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Pacer Swan SOS Moderate July ETF (PSMJ) stake by 16% in Q1 2026, selling an estimated $40.5K and leaving 6,639 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #4252.

Cetera Investment Advisers first reported a position in PSMJ in Q3 2025 and has held it in 3 quarters since. The position peaked at $254K in Q4 2025. 24 funds tracked by Wall St. Rank hold PSMJ as of Q1 2026.

  • Cetera Investment Advisers held 6,639 shares of Pacer Swan SOS Moderate July ETF worth $211K as of Q1 2026.
  • Cetera Investment Advisers sold 1,255 Pacer Swan SOS Moderate July ETF shares in Q1 2026, an estimated $40.5K.
  • Pacer Swan SOS Moderate July ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4252 holding.
  • Cetera Investment Advisers first reported a position in Pacer Swan SOS Moderate July ETF in Q3 2025 and has held it in 3 quarters since.
  • Cetera Investment Advisers's Pacer Swan SOS Moderate July ETF position peaked at $254K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.