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Jeff Yass’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History

Jeff Yass’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
2024
Q3 		– Sell
-10,003
Closed -$269K – 12804
2024
Q2 		$269K Sell
10,003
-4,217
-30% -$111K ﹤0.01% 9694
2024
Q1 		$373K Buy
+14,220
New +$364K ﹤0.01% 9196
2023
Q3 		– Sell
-9,285
Closed -$219K – 12766
2023
Q2 		$219K Buy
+9,285
New +$208K ﹤0.01% 10109

Other funds holding PSMJ

Pacer Advisors
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
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Jeff Yass's PSMJ Position: Q3 2024 in Review

Jeff Yass sold out of Pacer Swan SOS Moderate July ETF (PSMJ) in Q3 2024, closing a stake of 10,003 shares — an estimated $269K sold.

Jeff Yass first reported a position in PSMJ in Q2 2023 and held it in 3 quarters. The position peaked at $373K in Q1 2024. 24 funds tracked by Wall St. Rank hold PSMJ as of Q3 2024.

  • Jeff Yass reported no remaining Pacer Swan SOS Moderate July ETF position as of Q3 2024 after selling out during the quarter.
  • Jeff Yass sold 10,003 Pacer Swan SOS Moderate July ETF shares in Q3 2024, an estimated $269K.
  • Jeff Yass first reported a position in Pacer Swan SOS Moderate July ETF in Q2 2023 and held it in 3 quarters.
  • Jeff Yass's Pacer Swan SOS Moderate July ETF position peaked at $373K in Q1 2024.
  • 24 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q3 2024.

Based on Susquehanna International Group's 13F filing for Q3 2024, filed 14 Nov 2024.