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Copley Financial Group’s Pacer Swan SOS Moderate April ETF PSMR Stock Holding History

Copley Financial Group’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
2024
Q4 		– Sell
-1,522
Closed -$41.7K – 181
2024
Q3 		$41.7K Buy
+1,522
New +$40.6K 0.04% 109

Other funds holding PSMR

Pacer Advisors
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
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
BTWM
Brass Tax Wealth Management Cincinnati, Ohio $602M AUM 12.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Copley Financial Group's PSMR Position: Q4 2024 in Review

Copley Financial Group sold out of Pacer Swan SOS Moderate April ETF (PSMR) in Q4 2024, closing a stake of 1,522 shares — an estimated $41.7K sold.

Copley Financial Group first reported a position in PSMR in Q3 2024 and held it in 1 quarter. The position peaked at $41.7K in Q3 2024. 15 funds tracked by Wall St. Rank hold PSMR as of Q4 2024.

  • Copley Financial Group reported no remaining Pacer Swan SOS Moderate April ETF position as of Q4 2024 after selling out during the quarter.
  • Copley Financial Group sold 1,522 Pacer Swan SOS Moderate April ETF shares in Q4 2024, an estimated $41.7K.
  • Copley Financial Group first reported a position in Pacer Swan SOS Moderate April ETF in Q3 2024 and held it in 1 quarter.
  • Copley Financial Group's Pacer Swan SOS Moderate April ETF position peaked at $41.7K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate April ETF as of Q4 2024.

Based on Copley Financial Group's 13F filing for Q4 2024, filed 5 Mar 2025.