DHJJ Financial Advisors’s Pacer Swan SOS Moderate January ETF PSMD Stock Holding History

DHJJ Financial Advisors’s Portfolio PSMD Stock Details PSMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.63K	Hold	135	–	–	﹤0.01%	677
2026 Q1	$4.31K	Hold	135	–	–	﹤0.01%	673
2025 Q4	$4.38K	Hold	135	–	–	﹤0.01%	643
2025 Q3	$4.27K	Hold	135	–	–	﹤0.01%	630
2025 Q2	$4.11K	Hold	135	–	–	﹤0.01%	623
2025 Q1	$3.87K	Hold	135	–	–	﹤0.01%	589
2024 Q4	$3.93K	Hold	135	–	–	﹤0.01%	570
2024 Q3	$3.85K	Hold	135	–	–	﹤0.01%	557
2024 Q2	$3.76K	Hold	135	–	–	﹤0.01%	520
2024 Q1	$3.66K	Hold	135	–	–	﹤0.01%	516
2023 Q4	$3.49K	Hold	135	–	–	﹤0.01%	514
2023 Q3	$3.28K	Buy	+135	New	+$3.32K	﹤0.01%	516

Other funds holding PSMD

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

BCG

Bravias Capital Group Iselin, New Jersey $168M AUM 24.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

KAS

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

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

DHJJ Financial Advisors's PSMD Position: Q2 2026 in Review

DHJJ Financial Advisors held its Pacer Swan SOS Moderate January ETF (PSMD) position steady in Q2 2026 at 135 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

DHJJ Financial Advisors first reported a position in PSMD in Q3 2023 and has held it in 12 quarters since. 9 funds tracked by Wall St. Rank hold PSMD as of Q2 2026.

DHJJ Financial Advisors held 135 shares of Pacer Swan SOS Moderate January ETF worth $4.63K as of Q2 2026.
DHJJ Financial Advisors left its Pacer Swan SOS Moderate January ETF share count unchanged in Q2 2026.
Pacer Swan SOS Moderate January ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #677 holding.
DHJJ Financial Advisors first reported a position in Pacer Swan SOS Moderate January ETF in Q3 2023 and has held it in 12 quarters since.
9 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate January ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.