Commonwealth Equity Services
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Commonwealth Equity Services’s Pacer Swan SOS Conservative January ETF PSCX Stock Holding History

Commonwealth Equity Services’s Portfolio PSCX Stock Details PSCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,357
Closed -$227K – 4334
2025
Q1 		$227K Sell
8,357
-662
-7% -$18.4K ﹤0.01% 3735
2024
Q4 		$250K Hold
9,019
– – ﹤0.01% 3574
2024
Q3 		$245K Sell
9,019
-500
-5% -$13.3K ﹤0.01% 3524
2024
Q2 		$251K Buy
9,519
+1,000
+12% +$25.8K ﹤0.01% 3459
2024
Q1 		$219K Hold
8,519
– – ﹤0.01% 3551
2023
Q4 		$208K Buy
+8,519
New +$202K ﹤0.01% 3471
2021
Q4 		– Sell
-10,200
Closed -$224K – 3716
2021
Q3 		$224K Buy
+10,200
New +$225K ﹤0.01% 3179

Other funds holding PSCX

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Commonwealth Equity Services's PSCX Position: Q2 2025 in Review

Commonwealth Equity Services sold out of Pacer Swan SOS Conservative January ETF (PSCX) in Q2 2025, closing a stake of 8,357 shares — an estimated $227K sold.

Commonwealth Equity Services first reported a position in PSCX in Q3 2021 and held it in 7 quarters. The position peaked at $251K in Q2 2024. 9 funds tracked by Wall St. Rank hold PSCX as of Q2 2025.

  • Commonwealth Equity Services reported no remaining Pacer Swan SOS Conservative January ETF position as of Q2 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 8,357 Pacer Swan SOS Conservative January ETF shares in Q2 2025, an estimated $227K.
  • Commonwealth Equity Services first reported a position in Pacer Swan SOS Conservative January ETF in Q3 2021 and held it in 7 quarters.
  • Commonwealth Equity Services's Pacer Swan SOS Conservative January ETF position peaked at $251K in Q2 2024.
  • 9 funds tracked by Wall St. Rank held Pacer Swan SOS Conservative January ETF as of Q2 2025.

Based on Commonwealth Equity Services's 13F filing for Q2 2025, filed 6 Aug 2025.