LPL Financial’s Pacer Swan SOS Moderate April ETF PSMR Stock Holding History

LPL Financial’s Portfolio PSMR Stock Details PSMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.29M	Sell	39,938 -3,287	-8%	-$104K	﹤0.01%	4191
2026 Q1	$1.31M	Sell	43,225 -710	-2%	-$21.3K	﹤0.01%	3912
2025 Q4	$1.31M	Buy	43,935 +927	+2%	+$27.3K	﹤0.01%	3801
2025 Q3	$1.25M	Sell	43,008 -13,698	-24%	-$395K	﹤0.01%	3780
2025 Q2	$1.61M	Sell	56,706 -9,468	-14%	-$259K	﹤0.01%	3330
2025 Q1	$1.8M	Buy	66,174 +1,892	+3%	+$53.1K	﹤0.01%	3043
2024 Q4	$1.79M	Buy	64,282 +702	+1%	+$19.5K	﹤0.01%	2960
2024 Q3	$1.74M	Buy	63,580 +25,960	+69%	+$692K	﹤0.01%	2864
2024 Q2	$990K	Buy	+37,620	New	+$964K	﹤0.01%	3264

Other funds holding PSMR

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SLP

Storen Legacy Partners Zionsville, Indiana $367M AUM

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

LPL Financial's PSMR Position: Q2 2026 in Review

LPL Financial reduced its Pacer Swan SOS Moderate April ETF (PSMR) stake by 7.6% in Q2 2026, selling an estimated $104K and leaving 39,938 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #4191.

LPL Financial first reported a position in PSMR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.8M in Q1 2025. 14 funds tracked by Wall St. Rank hold PSMR as of Q2 2026.

LPL Financial held 39,938 shares of Pacer Swan SOS Moderate April ETF worth $1.29M as of Q2 2026.
LPL Financial sold 3,287 Pacer Swan SOS Moderate April ETF shares in Q2 2026, an estimated $104K.
Pacer Swan SOS Moderate April ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4191 holding.
LPL Financial first reported a position in Pacer Swan SOS Moderate April ETF in Q2 2024 and has held it in 9 quarters since.
LPL Financial's Pacer Swan SOS Moderate April ETF position peaked at $1.8M in Q1 2025.
14 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate April ETF as of Q2 2026.

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