Kestra Advisory Services’s Pacer Swan SOS Moderate January ETF PSMD Stock Holding History

Kestra Advisory Services’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	$221K	Sell	6,430 -200	-3%	-$6.73K	﹤0.01%	3037
2026 Q1	$211K	Buy	6,630 +2,880	+77%	+$93.5K	﹤0.01%	2906
2025 Q4	$122K	Buy	+3,750	New	+$120K	﹤0.01%	3268
2025 Q3	–	Sell	-318,351	Closed	-$9.69M	–	2998
2025 Q2	$9.69M	Sell	318,351 -50,498	-14%	-$1.47M	0.05%	383
2025 Q1	$10.6M	Buy	368,849 +27,133	+8%	+$795K	0.05%	332
2024 Q4	$9.95M	Buy	+341,716	New	+$9.88M	0.05%	347

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 20.18% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Kestra Advisory Services's PSMD Position: Q2 2026 in Review

Kestra Advisory Services reduced its Pacer Swan SOS Moderate January ETF (PSMD) stake by 3% in Q2 2026, selling an estimated $6.73K and leaving 6,430 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #3037.

Kestra Advisory Services first reported a position in PSMD in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.6M in Q1 2025. 16 funds tracked by Wall St. Rank hold PSMD as of Q2 2026.

Kestra Advisory Services held 6,430 shares of Pacer Swan SOS Moderate January ETF worth $221K as of Q2 2026.
Kestra Advisory Services sold 200 Pacer Swan SOS Moderate January ETF shares in Q2 2026, an estimated $6.73K.
Pacer Swan SOS Moderate January ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3037 holding.
Kestra Advisory Services first reported a position in Pacer Swan SOS Moderate January ETF in Q4 2024 and has held it in 6 quarters since.
Kestra Advisory Services's Pacer Swan SOS Moderate January ETF position peaked at $10.6M in Q1 2025.
16 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate January ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.