LPL Financial’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History

LPL Financial’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
2026 Q2	$1.56M	Buy	46,066 +19,596	+74%	+$652K	﹤0.01%	4015
2026 Q1	$843K	Hold	26,470	–	–	﹤0.01%	4329
2025 Q4	$853K	Sell	26,470 -566	-2%	-$18K	﹤0.01%	4232
2025 Q3	$853K	Sell	27,036 -3,009	-10%	-$93K	﹤0.01%	4148
2025 Q2	$911K	Sell	30,045 -8,208	-21%	-$233K	﹤0.01%	3835
2025 Q1	$1.06M	Sell	38,253 -9,430	-20%	-$269K	﹤0.01%	3503
2024 Q4	$1.36M	Sell	47,683 -4,280	-8%	-$121K	﹤0.01%	3226
2024 Q3	$1.45M	Buy	+51,963	New	+$1.41M	﹤0.01%	3034

Other funds holding PSMJ

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

PPWM

Premier Private Wealth Management Palm Harbor, Florida $114M AUM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LPL Financial's PSMJ Position: Q2 2026 in Review

LPL Financial increased its Pacer Swan SOS Moderate July ETF (PSMJ) stake by 74% in Q2 2026, buying an estimated $652K and bringing the position to 46,066 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #4015.

LPL Financial first reported a position in PSMJ in Q3 2024 and has held it in 8 quarters since. 16 funds tracked by Wall St. Rank hold PSMJ as of Q2 2026.

LPL Financial held 46,066 shares of Pacer Swan SOS Moderate July ETF worth $1.56M as of Q2 2026.
LPL Financial bought 19,596 Pacer Swan SOS Moderate July ETF shares in Q2 2026, an estimated $652K.
Pacer Swan SOS Moderate July ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4015 holding.
LPL Financial first reported a position in Pacer Swan SOS Moderate July ETF in Q3 2024 and has held it in 8 quarters since.
16 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.