Independent Financial Group’s Pacer Swan SOS Moderate April ETF PSMR Stock Holding History

Independent Financial Group’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
2025 Q2	–	Sell	-7,519	Closed	-$204K	–	1348
2025 Q1	$204K	Buy	+7,519	New	+$211K	0.01%	1107
2024 Q3	–	Sell	-8,535	Closed	-$225K	–	1182
2024 Q2	$225K	Buy	+8,535	New	+$219K	0.01%	969

Other funds holding PSMR

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

ACM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BTWM

Brass Tax Wealth Management Cincinnati, Ohio $602M AUM 12.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Independent Financial Group's PSMR Position: Q2 2025 in Review

Independent Financial Group sold out of Pacer Swan SOS Moderate April ETF (PSMR) in Q2 2025, closing a stake of 7,519 shares — an estimated $204K sold.

Independent Financial Group first reported a position in PSMR in Q2 2024 and held it in 2 quarters. The position peaked at $225K in Q2 2024. 13 funds tracked by Wall St. Rank hold PSMR as of Q2 2025.

Independent Financial Group reported no remaining Pacer Swan SOS Moderate April ETF position as of Q2 2025 after selling out during the quarter.
Independent Financial Group sold 7,519 Pacer Swan SOS Moderate April ETF shares in Q2 2025, an estimated $204K.
Independent Financial Group first reported a position in Pacer Swan SOS Moderate April ETF in Q2 2024 and held it in 2 quarters.
Independent Financial Group's Pacer Swan SOS Moderate April ETF position peaked at $225K in Q2 2024.
13 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate April ETF as of Q2 2025.

Based on Independent Financial Group's 13F filing for Q2 2025, filed 15 May 2026.