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Orion Portfolio Solutions’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History

Orion Portfolio Solutions’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
2024
Q4 		– Sell
-9,271
Closed -$259K – 1890
2024
Q3 		$259K Sell
9,271
-4,551
-33% -$124K ﹤0.01% 1597
2024
Q2 		$371K Sell
13,822
-1,071
-7% -$28.3K ﹤0.01% 1384
2024
Q1 		$391K Buy
14,893
+4,011
+37% +$103K ﹤0.01% 1372
2023
Q4 		$271K Buy
+10,882
New +$260K ﹤0.01% 1445

Other funds holding PSMJ

Pacer Advisors
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Orion Portfolio Solutions's PSMJ Position: Q4 2024 in Review

Orion Portfolio Solutions sold out of Pacer Swan SOS Moderate July ETF (PSMJ) in Q4 2024, closing a stake of 9,271 shares — an estimated $259K sold.

Orion Portfolio Solutions first reported a position in PSMJ in Q4 2023 and held it in 4 quarters. The position peaked at $391K in Q1 2024. 22 funds tracked by Wall St. Rank hold PSMJ as of Q4 2024.

  • Orion Portfolio Solutions reported no remaining Pacer Swan SOS Moderate July ETF position as of Q4 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 9,271 Pacer Swan SOS Moderate July ETF shares in Q4 2024, an estimated $259K.
  • Orion Portfolio Solutions first reported a position in Pacer Swan SOS Moderate July ETF in Q4 2023 and held it in 4 quarters.
  • Orion Portfolio Solutions's Pacer Swan SOS Moderate July ETF position peaked at $391K in Q1 2024.
  • 22 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q4 2024.

Based on Orion Portfolio Solutions's 13F filing for Q4 2024, filed 12 Feb 2025.