Independent Financial Group’s Pacer Swan SOS Moderate January ETF PSMD Stock Holding History

Independent Financial Group’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	$273K	Sell	7,950 -1,070	-12%	-$36K	0.01%	1298
2026 Q1	$288K	Hold	9,020	–	–	0.01%	1183
2025 Q4	$293K	Hold	9,020	–	–	0.01%	1163
2025 Q3	$285K	Buy	9,020 +2,000	+28%	+$62.1K	0.01%	1116
2025 Q2	$214K	Hold	7,020	–	–	0.01%	1195
2025 Q1	$201K	Hold	7,020	–	–	0.01%	1118
2024 Q4	$204K	Hold	7,020	–	–	0.01%	1096
2024 Q3	$200K	Buy	+7,020	New	+$197K	0.01%	1075

Other funds holding PSMD

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

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

IWS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AFO

Allie Family Office Miami, Florida $269M AUM 20.2% 1-Year Est. Return

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

Independent Financial Group's PSMD Position: Q2 2026 in Review

Independent Financial Group reduced its Pacer Swan SOS Moderate January ETF (PSMD) stake by 12% in Q2 2026, selling an estimated $36K and leaving 7,950 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #1298.

Independent Financial Group first reported a position in PSMD in Q3 2024 and has held it in 8 quarters since. The position peaked at $293K in Q4 2025. 16 funds tracked by Wall St. Rank hold PSMD as of Q2 2026.

Independent Financial Group held 7,950 shares of Pacer Swan SOS Moderate January ETF worth $273K as of Q2 2026.
Independent Financial Group sold 1,070 Pacer Swan SOS Moderate January ETF shares in Q2 2026, an estimated $36K.
Pacer Swan SOS Moderate January ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1298 holding.
Independent Financial Group first reported a position in Pacer Swan SOS Moderate January ETF in Q3 2024 and has held it in 8 quarters since.
Independent Financial Group's Pacer Swan SOS Moderate January ETF position peaked at $293K in Q4 2025.
16 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate January ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.