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 Q2	$237K	Sell	7,003 -1,716	-20%	-$57.1K	0.14%	105
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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Copley Financial Group's PSMJ Position: Q2 2026 in Review

Copley Financial Group reduced its Pacer Swan SOS Moderate July ETF (PSMJ) stake by 20% in Q2 2026, selling an estimated $57.1K and leaving 7,003 shares worth $237K. The position accounts for 0.14% of the portfolio, ranked #105.

Copley Financial Group first reported a position in PSMJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $366K in Q4 2024. 16 funds tracked by Wall St. Rank hold PSMJ as of Q2 2026.

Copley Financial Group held 7,003 shares of Pacer Swan SOS Moderate July ETF worth $237K as of Q2 2026.
Copley Financial Group sold 1,716 Pacer Swan SOS Moderate July ETF shares in Q2 2026, an estimated $57.1K.
Pacer Swan SOS Moderate July ETF made up 0.14% of Copley Financial Group's portfolio in Q2 2026, its #105 holding.
Copley Financial Group first reported a position in Pacer Swan SOS Moderate July ETF in Q3 2024 and has held it in 8 quarters since.
Copley Financial Group's Pacer Swan SOS Moderate July ETF position peaked at $366K in Q4 2024.
16 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.