Osaic Holdings
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Osaic Holdings’s Pacer Swan SOS Moderate January ETF PSMD Stock Holding History

Osaic Holdings’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
2026
Q2 		$1.65M Buy
48,060
+3,055
+7% +$103K ﹤0.01% 2492
2026
Q1 		$1.44M Buy
45,005
+8,669
+24% +$282K ﹤0.01% 2367
2025
Q4 		$1.18M Sell
36,336
-16,880
-32% -$540K ﹤0.01% 2537
2025
Q3 		$1.67M Sell
53,216
-1,332
-2% -$41.3K ﹤0.01% 2332
2025
Q2 		$1.66M Sell
54,548
-4,145
-7% -$120K ﹤0.01% 2060
2025
Q1 		$1.68M Buy
58,693
+17,217
+42% +$504K ﹤0.01% 1794
2024
Q4 		$1.21M Sell
41,476
-6,267
-13% -$181K ﹤0.01% 2037
2024
Q3 		$1.36M Sell
47,743
-6,541
-12% -$184K ﹤0.01% 2016
2024
Q2 		$1.51M Buy
54,284
+11,342
+26% +$309K ﹤0.01% 1840
2024
Q1 		$1.16M Sell
42,942
-1,541
-3% -$40.8K ﹤0.01% 2198
2023
Q4 		$1.15M Sell
44,483
-1,328
-3% -$33.1K ﹤0.01% 2377
2023
Q3 		$1.11M Sell
45,811
-15,167
-25% -$373K ﹤0.01% 2542
2023
Q2 		$1.49M Sell
60,978
-2,622
-4% -$61.9K ﹤0.01% 2131
2023
Q1 		$1.47M Sell
63,600
-6,596
-9% -$150K ﹤0.01% 2101
2022
Q4 		$1.54M Sell
70,196
-9,022
-11% -$194K ﹤0.01% 1959
2022
Q3 		$1.62M Sell
79,218
-2,824
-3% -$60.3K ﹤0.01% 1787
2022
Q2 		$1.7M Buy
82,042
+17,840
+28% +$383K ﹤0.01% 1784
2022
Q1 		$1.45M Buy
64,202
+45,240
+239% +$1.01M ﹤0.01% 2220
2021
Q4 		$437K Buy
18,962
+17,459
+1,162% +$397K ﹤0.01% 3196
2021
Q3 		$33K Buy
+1,503
New +$33.7K ﹤0.01% 5419

Other funds holding PSMD

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
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $168M AUM 24.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AFO
Allie Family Office Miami, Florida $269M AUM 20.18% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

Osaic Holdings's PSMD Position: Q2 2026 in Review

Osaic Holdings increased its Pacer Swan SOS Moderate January ETF (PSMD) stake by 6.8% in Q2 2026, buying an estimated $103K and bringing the position to 48,060 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #2492.

Osaic Holdings first reported a position in PSMD in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.7M in Q2 2022. 16 funds tracked by Wall St. Rank hold PSMD as of Q2 2026.

  • Osaic Holdings held 48,060 shares of Pacer Swan SOS Moderate January ETF worth $1.65M as of Q2 2026.
  • Osaic Holdings bought 3,055 Pacer Swan SOS Moderate January ETF shares in Q2 2026, an estimated $103K.
  • Pacer Swan SOS Moderate January ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2492 holding.
  • Osaic Holdings first reported a position in Pacer Swan SOS Moderate January ETF in Q3 2021 and has held it in 20 quarters since.
  • Osaic Holdings's Pacer Swan SOS Moderate January ETF position peaked at $1.7M in Q2 2022.
  • 16 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate January ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.