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 Q3	$1.48M	Sell	42,820 -3,246	-7%	-$111K	﹤0.01%	4119
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

Swan Global Investments Durango, Colorado $3.5B AUM 15.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Premier Private Wealth Management Palm Harbor, Florida $115M AUM 12.98% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

LPL Financial's PSMJ Position: Q3 2026 in Review

LPL Financial reduced its Pacer Swan SOS Moderate July ETF (PSMJ) stake by 7% in Q3 2026, selling an estimated $111K and leaving 42,820 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #4119.

LPL Financial first reported a position in PSMJ in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.56M in Q2 2026. 14 funds tracked by Wall St. Rank hold PSMJ as of Q3 2026.

LPL Financial held 42,820 shares of Pacer Swan SOS Moderate July ETF worth $1.48M as of Q3 2026.
LPL Financial sold 3,246 Pacer Swan SOS Moderate July ETF shares in Q3 2026, an estimated $111K.
Pacer Swan SOS Moderate July ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4119 holding.
LPL Financial first reported a position in Pacer Swan SOS Moderate July ETF in Q3 2024 and has held it in 9 quarters since.
LPL Financial's Pacer Swan SOS Moderate July ETF position peaked at $1.56M in Q2 2026.
14 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.