DHJJ Financial Advisors’s Pacer Swan SOS Moderate April ETF PSMR Stock Holding History

DHJJ Financial Advisors’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
2026 Q2	$161	Hold	5	–	–	﹤0.01%	1017
2026 Q1	$152	Hold	5	–	–	﹤0.01%	1013
2025 Q4	$150	Hold	5	–	–	﹤0.01%	969
2025 Q3	$147	Hold	5	–	–	﹤0.01%	937
2025 Q2	$143	Hold	5	–	–	﹤0.01%	913
2025 Q1	$136	Hold	5	–	–	﹤0.01%	871
2024 Q4	$140	Hold	5	–	–	﹤0.01%	835
2024 Q3	$137	Hold	5	–	–	﹤0.01%	826
2024 Q2	$132	Hold	5	–	–	﹤0.01%	774
2024 Q1	$128	Hold	5	–	–	﹤0.01%	763
2023 Q4	$125	Hold	5	–	–	﹤0.01%	750
2023 Q3	$117	Buy	+5	New	+$118	﹤0.01%	754

Other funds holding PSMR

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SLP

Storen Legacy Partners Zionsville, Indiana $367M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

CWG

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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

DHJJ Financial Advisors held its Pacer Swan SOS Moderate April ETF (PSMR) position steady in Q2 2026 at 5 shares worth $161. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

DHJJ Financial Advisors first reported a position in PSMR in Q3 2023 and has held it in 12 quarters since. 14 funds tracked by Wall St. Rank hold PSMR as of Q2 2026.

DHJJ Financial Advisors held 5 shares of Pacer Swan SOS Moderate April ETF worth $161 as of Q2 2026.
DHJJ Financial Advisors left its Pacer Swan SOS Moderate April ETF share count unchanged in Q2 2026.
Pacer Swan SOS Moderate April ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #1017 holding.
DHJJ Financial Advisors first reported a position in Pacer Swan SOS Moderate April ETF in Q3 2023 and has held it in 12 quarters since.
14 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate April ETF as of Q2 2026.

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