LPL Financial
PSMD icon

LPL Financial’s Pacer Swan SOS Moderate January ETF PSMD Stock Holding History

LPL Financial’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
2025
Q3 		– Sell
-7,715
Closed -$235K – 5953
2025
Q2 		$235K Hold
7,715
– – ﹤0.01% 4967
2025
Q1 		$221K Sell
7,715
-6,313
-45% -$185K ﹤0.01% 4792
2024
Q4 		$409K Buy
14,028
+3,193
+29% +$92.3K ﹤0.01% 4266
2024
Q3 		$309K Buy
+10,835
New +$304K ﹤0.01% 4410

Other funds holding PSMD

Pacer Advisors
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $153M AUM 23.67% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial's PSMD Position: Q3 2025 in Review

LPL Financial sold out of Pacer Swan SOS Moderate January ETF (PSMD) in Q3 2025, closing a stake of 7,715 shares — an estimated $235K sold.

LPL Financial first reported a position in PSMD in Q3 2024 and held it in 4 quarters. The position peaked at $409K in Q4 2024. 16 funds tracked by Wall St. Rank hold PSMD as of Q3 2025.

  • LPL Financial reported no remaining Pacer Swan SOS Moderate January ETF position as of Q3 2025 after selling out during the quarter.
  • LPL Financial sold 7,715 Pacer Swan SOS Moderate January ETF shares in Q3 2025, an estimated $235K.
  • LPL Financial first reported a position in Pacer Swan SOS Moderate January ETF in Q3 2024 and held it in 4 quarters.
  • LPL Financial's Pacer Swan SOS Moderate January ETF position peaked at $409K in Q4 2024.
  • 16 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate January ETF as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.