Harbour Investments’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History

Harbour Investments’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	$66.3K	Buy	1,959 +47	+2%	+$1.56K	﹤0.01%	2252
2026 Q1	$60.9K	Sell	1,912 -2,536	-57%	-$81.8K	﹤0.01%	2222
2025 Q4	$144K	Buy	4,448 +138	+3%	+$4.38K	﹤0.01%	1451
2025 Q3	$136K	Buy	4,310 +2,400	+126%	+$74.2K	﹤0.01%	1427
2025 Q2	$57.9K	Buy	1,910 +24	+1%	+$680	﹤0.01%	1738
2025 Q1	$52.4K	Buy	1,886 +286	+18%	+$8.17K	﹤0.01%	1733
2024 Q4	$45.5K	Sell	1,600 -38	-2%	-$1.08K	﹤0.01%	1760
2024 Q3	$45.7K	Buy	+1,638	New	+$44.6K	﹤0.01%	1708

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

Harbour Investments's PSMJ Position: Q2 2026 in Review

Harbour Investments increased its Pacer Swan SOS Moderate July ETF (PSMJ) stake by 2.5% in Q2 2026, buying an estimated $1.56K and bringing the position to 1,959 shares worth $66.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2252.

Harbour Investments first reported a position in PSMJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $144K in Q4 2025. 16 funds tracked by Wall St. Rank hold PSMJ as of Q2 2026.

Harbour Investments held 1,959 shares of Pacer Swan SOS Moderate July ETF worth $66.3K as of Q2 2026.
Harbour Investments bought 47 Pacer Swan SOS Moderate July ETF shares in Q2 2026, an estimated $1.56K.
Pacer Swan SOS Moderate July ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2252 holding.
Harbour Investments first reported a position in Pacer Swan SOS Moderate July ETF in Q3 2024 and has held it in 8 quarters since.
Harbour Investments's Pacer Swan SOS Moderate July ETF position peaked at $144K in Q4 2025.
16 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.