Commonwealth Equity Services’s Pacer Swan SOS Moderate April ETF PSMR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-11,783	Closed	-$329K	–	4262
2024 Q4	$329K	Sell	11,783 -60,259	-84%	-$1.68M	﹤0.01%	3332
2024 Q3	$1.97M	Sell	72,042 -2,593	-3%	-$69.1K	﹤0.01%	1820
2024 Q2	$1.96M	Buy	+74,635	New	+$1.91M	﹤0.01%	1796
2024 Q1	–	Sell	-12,445	Closed	-$310K	–	4076
2023 Q4	$310K	Sell	12,445 -162	-1%	-$3.87K	﹤0.01%	3141
2023 Q3	$293K	Sell	12,607 -209	-2%	-$4.93K	﹤0.01%	3054
2023 Q2	$301K	Buy	+12,816	New	+$291K	﹤0.01%	3057

Other funds holding PSMR

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

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

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Brass Tax Wealth Management Cincinnati, Ohio $602M AUM 12.59% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 27.92% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

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

Commonwealth Equity Services sold out of Pacer Swan SOS Moderate April ETF (PSMR) in Q1 2025, closing a stake of 11,783 shares — an estimated $329K sold.

Commonwealth Equity Services first reported a position in PSMR in Q2 2023 and held it in 6 quarters. The position peaked at $1.97M in Q3 2024. 16 funds tracked by Wall St. Rank hold PSMR as of Q1 2025.

Commonwealth Equity Services reported no remaining Pacer Swan SOS Moderate April ETF position as of Q1 2025 after selling out during the quarter.
Commonwealth Equity Services sold 11,783 Pacer Swan SOS Moderate April ETF shares in Q1 2025, an estimated $329K.
Commonwealth Equity Services first reported a position in Pacer Swan SOS Moderate April ETF in Q2 2023 and held it in 6 quarters.
Commonwealth Equity Services's Pacer Swan SOS Moderate April ETF position peaked at $1.97M in Q3 2024.
16 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate April ETF as of Q1 2025.

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