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Insight Wealth Strategies’s Pacer Swan SOS Moderate January ETF PSMD Stock Holding History

Insight Wealth Strategies’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 		$1.38M Buy
40,170
+14,351
+56% +$483K 0.13% 100
2026
Q1 		$823K Buy
25,819
+5,532
+27% +$180K 0.09% 115
2025
Q4 		$659K Buy
20,287
+5,982
+42% +$191K 0.08% 118
2025
Q3 		$453K Buy
14,305
+3,492
+32% +$108K 0.05% 128
2025
Q2 		$329K Buy
10,813
+3,151
+41% +$91.5K 0.04% 140
2025
Q1 		$220K Buy
+7,662
New +$225K 0.03% 150

Other funds holding PSMD

BCG
Bravias Capital Group Iselin, New Jersey $168M AUM 24.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Insight Wealth Strategies's PSMD Position: Q2 2026 in Review

Insight Wealth Strategies increased its Pacer Swan SOS Moderate January ETF (PSMD) stake by 56% in Q2 2026, buying an estimated $483K and bringing the position to 40,170 shares worth $1.38M. The position accounts for 0.13% of the portfolio, ranked #100.

Insight Wealth Strategies first reported a position in PSMD in Q1 2025 and has held it in 6 quarters since. 8 funds tracked by Wall St. Rank hold PSMD as of Q2 2026.

  • Insight Wealth Strategies held 40,170 shares of Pacer Swan SOS Moderate January ETF worth $1.38M as of Q2 2026.
  • Insight Wealth Strategies bought 14,351 Pacer Swan SOS Moderate January ETF shares in Q2 2026, an estimated $483K.
  • Pacer Swan SOS Moderate January ETF made up 0.13% of Insight Wealth Strategies's portfolio in Q2 2026, its #100 holding.
  • Insight Wealth Strategies first reported a position in Pacer Swan SOS Moderate January ETF in Q1 2025 and has held it in 6 quarters since.
  • 8 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate January ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.