Commonwealth Equity Services
PSFM icon

Commonwealth Equity Services’s Pacer Swan SOS Flex April ETF PSFM Stock Holding History

Commonwealth Equity Services’s Portfolio PSFM Stock Details PSFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-42,407
Closed -$1.21M – 4336
2025
Q1 		$1.21M Sell
42,407
-1,473
-3% -$43.9K ﹤0.01% 2317
2024
Q4 		$1.3M Buy
43,880
+57
+0.1% +$1.69K ﹤0.01% 2200
2024
Q3 		$1.27M Sell
43,823
-1,166
-3% -$32.9K ﹤0.01% 2159
2024
Q2 		$1.26M Buy
+44,989
New +$1.22M ﹤0.01% 2114

Other funds holding PSFM

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Swan Global Investments
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Anfield Capital Management
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Financial Network Wealth Advisors
Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return

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

Commonwealth Equity Services sold out of Pacer Swan SOS Flex April ETF (PSFM) in Q2 2025, closing a stake of 42,407 shares — an estimated $1.21M sold.

Commonwealth Equity Services first reported a position in PSFM in Q2 2024 and held it in 4 quarters. The position peaked at $1.3M in Q4 2024. 9 funds tracked by Wall St. Rank hold PSFM as of Q2 2025.

  • Commonwealth Equity Services reported no remaining Pacer Swan SOS Flex April ETF position as of Q2 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 42,407 Pacer Swan SOS Flex April ETF shares in Q2 2025, an estimated $1.21M.
  • Commonwealth Equity Services first reported a position in Pacer Swan SOS Flex April ETF in Q2 2024 and held it in 4 quarters.
  • Commonwealth Equity Services's Pacer Swan SOS Flex April ETF position peaked at $1.3M in Q4 2024.
  • 9 funds tracked by Wall St. Rank held Pacer Swan SOS Flex April ETF as of Q2 2025.

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