Copley Financial Group’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History

Copley Financial Group’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 Q1	$278K	Sell	8,719 -107	-1%	-$3.45K	0.17%	101
2025 Q4	$284K	Sell	8,826 -333	-4%	-$10.6K	0.18%	95
2025 Q3	$289K	Sell	9,159 -28	-0.3%	-$866	0.2%	90
2025 Q2	$279K	Sell	9,187 -1,634	-15%	-$46.3K	0.21%	89
2025 Q1	$301K	Sell	10,821 -2,053	-16%	-$58.6K	0.23%	88
2024 Q4	$366K	Buy	12,874 +3,603	+39%	+$102K	0.28%	86
2024 Q3	$259K	Buy	+9,271	New	+$252K	0.24%	87

Other funds holding PSMJ

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

SGI

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

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

KAS

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

ACM

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Copley Financial Group's PSMJ Position: Q1 2026 in Review

Copley Financial Group reduced its Pacer Swan SOS Moderate July ETF (PSMJ) stake by 1.2% in Q1 2026, selling an estimated $3.45K and leaving 8,719 shares worth $278K. The position accounts for 0.17% of the portfolio, ranked #101.

Copley Financial Group first reported a position in PSMJ in Q3 2024 and has held it in 7 quarters since. The position peaked at $366K in Q4 2024. 24 funds tracked by Wall St. Rank hold PSMJ as of Q1 2026.

Copley Financial Group held 8,719 shares of Pacer Swan SOS Moderate July ETF worth $278K as of Q1 2026.
Copley Financial Group sold 107 Pacer Swan SOS Moderate July ETF shares in Q1 2026, an estimated $3.45K.
Pacer Swan SOS Moderate July ETF made up 0.17% of Copley Financial Group's portfolio in Q1 2026, its #101 holding.
Copley Financial Group first reported a position in Pacer Swan SOS Moderate July ETF in Q3 2024 and has held it in 7 quarters since.
Copley Financial Group's Pacer Swan SOS Moderate July ETF position peaked at $366K in Q4 2024.
24 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.