Commonwealth Equity Services’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History

Commonwealth Equity Services’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	$734K	Sell	21,711 -156	-0.7%	-$5.19K	﹤0.01%	2980
2026 Q1	$696K	Hold	21,867	–	–	﹤0.01%	2917
2025 Q4	$704K	Sell	21,867 -4,744	-18%	-$151K	﹤0.01%	2871
2025 Q3	$840K	Sell	26,611 -987	-4%	-$30.5K	﹤0.01%	2734
2025 Q2	$837K	Sell	27,598 -1,332	-5%	-$37.7K	﹤0.01%	2731
2025 Q1	$805K	Sell	28,930 -2,487	-8%	-$71K	﹤0.01%	2643
2024 Q4	$893K	Sell	31,417 -2,229	-7%	-$63.1K	﹤0.01%	2478
2024 Q3	$940K	Sell	33,646 -2,108	-6%	-$57.4K	﹤0.01%	2400
2024 Q2	$960K	Hold	35,754	–	–	﹤0.01%	2312
2024 Q1	$938K	Sell	35,754 -13,819	-28%	-$353K	﹤0.01%	2304
2023 Q4	$1.24M	Sell	49,573 -5,813	-10%	-$139K	﹤0.01%	2017
2023 Q3	$1.29M	Buy	55,386 +5,591	+11%	+$132K	﹤0.01%	1900
2023 Q2	$1.17M	Sell	49,795 -9,404	-16%	-$210K	﹤0.01%	1981
2023 Q1	$1.29M	Sell	59,199 -133	-0.2%	-$2.85K	﹤0.01%	1863
2022 Q4	$1.23M	Sell	59,332 -8,528	-13%	-$176K	﹤0.01%	1822
2022 Q3	$1.34M	Buy	+67,860	New	+$1.41M	﹤0.01%	1698

Other funds holding PSMJ

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services's PSMJ Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Pacer Swan SOS Moderate July ETF (PSMJ) stake by 0.71% in Q2 2026, selling an estimated $5.19K and leaving 21,711 shares worth $734K. The position accounts for ﹤0.01% of the portfolio, ranked #2980.

Commonwealth Equity Services first reported a position in PSMJ in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.34M in Q3 2022. 16 funds tracked by Wall St. Rank hold PSMJ as of Q2 2026.

Commonwealth Equity Services held 21,711 shares of Pacer Swan SOS Moderate July ETF worth $734K as of Q2 2026.
Commonwealth Equity Services sold 156 Pacer Swan SOS Moderate July ETF shares in Q2 2026, an estimated $5.19K.
Pacer Swan SOS Moderate July ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2980 holding.
Commonwealth Equity Services first reported a position in Pacer Swan SOS Moderate July ETF in Q3 2022 and has held it in 16 quarters since.
Commonwealth Equity Services's Pacer Swan SOS Moderate July ETF position peaked at $1.34M in Q3 2022.
16 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.