Commonwealth Equity Services’s Pacer Swan SOS Conservative April ETF PSCW Stock Holding History

Commonwealth Equity Services’s Portfolio PSCW Stock Details PSCW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-18,640	Closed	-$488K	–	4261
2024 Q4	$488K	Hold	18,640	–	–	﹤0.01%	2972
2024 Q3	$479K	Hold	18,640	–	–	﹤0.01%	2926
2024 Q2	$459K	Hold	18,640	–	–	﹤0.01%	2904
2024 Q1	$443K	Sell	18,640 -4,132	-18%	-$97.2K	﹤0.01%	2924
2023 Q4	$528K	Hold	22,772	–	–	﹤0.01%	2659
2023 Q3	$493K	Sell	22,772 -3,621	-14%	-$79.6K	﹤0.01%	2605
2023 Q2	$579K	Hold	26,393	–	–	﹤0.01%	2500
2023 Q1	$552	Hold	26,393	–	–	﹤0.01%	2469
2022 Q4	$548K	Hold	26,393	–	–	﹤0.01%	2395
2022 Q3	$532K	Hold	26,393	–	–	﹤0.01%	2354
2022 Q2	$538K	Buy	+26,393	New	+$560K	﹤0.01%	2353

Other funds holding PSCW

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

Commonwealth Equity Services's PSCW Position: Q1 2025 in Review

Commonwealth Equity Services sold out of Pacer Swan SOS Conservative April ETF (PSCW) in Q1 2025, closing a stake of 18,640 shares — an estimated $488K sold.

Commonwealth Equity Services first reported a position in PSCW in Q2 2022 and held it in 11 quarters. The position peaked at $579K in Q2 2023. 9 funds tracked by Wall St. Rank hold PSCW as of Q1 2025.

Commonwealth Equity Services reported no remaining Pacer Swan SOS Conservative April ETF position as of Q1 2025 after selling out during the quarter.
Commonwealth Equity Services sold 18,640 Pacer Swan SOS Conservative April ETF shares in Q1 2025, an estimated $488K.
Commonwealth Equity Services first reported a position in Pacer Swan SOS Conservative April ETF in Q2 2022 and held it in 11 quarters.
Commonwealth Equity Services's Pacer Swan SOS Conservative April ETF position peaked at $579K in Q2 2023.
9 funds tracked by Wall St. Rank held Pacer Swan SOS Conservative April ETF as of Q1 2025.

Based on Commonwealth Equity Services's 13F filing for Q1 2025, filed 9 May 2025.