DHJJ Financial Advisors’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History

DHJJ Financial Advisors’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	$1.69K	Hold	50	–	–	﹤0.01%	768
2026 Q1	$1.59K	Hold	50	–	–	﹤0.01%	764
2025 Q4	$1.61K	Hold	50	–	–	﹤0.01%	732
2025 Q3	$1.58K	Hold	50	–	–	﹤0.01%	708
2025 Q2	$1.52K	Hold	50	–	–	﹤0.01%	698
2025 Q1	$1.39K	Hold	50	–	–	﹤0.01%	661
2024 Q4	$1.42K	Hold	50	–	–	﹤0.01%	632
2024 Q3	$1.4K	Hold	50	–	–	﹤0.01%	614
2024 Q2	$1.34K	Hold	50	–	–	﹤0.01%	576
2024 Q1	$1.31K	Hold	50	–	–	﹤0.01%	565
2023 Q4	$1.25K	Hold	50	–	–	﹤0.01%	563
2023 Q3	$1.16K	Buy	+50	New	+$1.19K	﹤0.01%	569

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

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

DHJJ Financial Advisors held its Pacer Swan SOS Moderate July ETF (PSMJ) position steady in Q2 2026 at 50 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

DHJJ Financial Advisors first reported a position in PSMJ in Q3 2023 and has held it in 12 quarters since. 16 funds tracked by Wall St. Rank hold PSMJ as of Q2 2026.

DHJJ Financial Advisors held 50 shares of Pacer Swan SOS Moderate July ETF worth $1.69K as of Q2 2026.
DHJJ Financial Advisors left its Pacer Swan SOS Moderate July ETF share count unchanged in Q2 2026.
Pacer Swan SOS Moderate July ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #768 holding.
DHJJ Financial Advisors first reported a position in Pacer Swan SOS Moderate July ETF in Q3 2023 and has held it in 12 quarters since.
16 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q2 2026.

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