Independent Financial Group’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History

Independent Financial Group’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
2025 Q4	–	Sell	-7,850	Closed	-$248K	–	1471
2025 Q3	$248K	Hold	7,850	–	–	0.01%	1179
2025 Q2	$238K	Sell	7,850 -750	-9%	-$21.3K	0.01%	1137
2025 Q1	$239K	Hold	8,600	–	–	0.01%	1030
2024 Q4	$244K	Hold	8,600	–	–	0.01%	983
2024 Q3	$240K	Sell	8,600 -1,968	-19%	-$53.6K	0.01%	964
2024 Q2	$284K	Hold	10,568	–	–	0.01%	861
2024 Q1	$277K	Hold	10,568	–	–	0.01%	821
2023 Q4	$263K	Sell	10,568 -640	-6%	-$15.3K	0.01%	778
2023 Q3	$260K	Buy	+11,208	New	+$266K	0.02%	721

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

KAS

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

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

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Independent Financial Group's PSMJ Position: Q4 2025 in Review

Independent Financial Group sold out of Pacer Swan SOS Moderate July ETF (PSMJ) in Q4 2025, closing a stake of 7,850 shares — an estimated $248K sold.

Independent Financial Group first reported a position in PSMJ in Q3 2023 and held it in 9 quarters. The position peaked at $284K in Q2 2024. 25 funds tracked by Wall St. Rank hold PSMJ as of Q4 2025.

Independent Financial Group reported no remaining Pacer Swan SOS Moderate July ETF position as of Q4 2025 after selling out during the quarter.
Independent Financial Group sold 7,850 Pacer Swan SOS Moderate July ETF shares in Q4 2025, an estimated $248K.
Independent Financial Group first reported a position in Pacer Swan SOS Moderate July ETF in Q3 2023 and held it in 9 quarters.
Independent Financial Group's Pacer Swan SOS Moderate July ETF position peaked at $284K in Q2 2024.
25 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.