Osaic Holdings
PSMJ icon

Osaic Holdings’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History

Osaic Holdings’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 		$2.21M Buy
64,012
+2,405
+4% +$82.3K ﹤0.01% 2211
2026
Q2 		$2.08M Buy
61,607
+10,832
+21% +$360K ﹤0.01% 2268
2026
Q1 		$1.62M Sell
50,775
-12,013
-19% -$387K ﹤0.01% 2257
2025
Q4 		$2.02M Sell
62,788
-3,010
-5% -$95.7K ﹤0.01% 2083
2025
Q3 		$2.06M Buy
65,798
+15,991
+32% +$494K ﹤0.01% 2143
2025
Q2 		$1.51M Sell
49,807
-21,641
-30% -$613K ﹤0.01% 2154
2025
Q1 		$1.99M Buy
71,448
+17,717
+33% +$506K ﹤0.01% 1675
2024
Q4 		$1.53M Buy
53,731
+2,073
+4% +$58.7K ﹤0.01% 1870
2024
Q3 		$1.44M Sell
51,658
-26,673
-34% -$726K ﹤0.01% 1972
2024
Q2 		$2.1M Buy
78,331
+43,341
+124% +$1.14M 0.01% 1582
2024
Q1 		$918K Sell
34,990
-6,292
-15% -$161K ﹤0.01% 2422
2023
Q4 		$1.03M Sell
41,282
-5,998
-13% -$143K ﹤0.01% 2481
2023
Q3 		$1.1M Buy
47,280
+12,997
+38% +$308K ﹤0.01% 2556
2023
Q2 		$809K Sell
34,283
-19,014
-36% -$425K ﹤0.01% 2711
2023
Q1 		$1.17M Sell
53,297
-6,096
-10% -$130K ﹤0.01% 2308
2022
Q4 		$1.24M Sell
59,393
-16,581
-22% -$343K ﹤0.01% 2190
2022
Q3 		$1.5M Buy
75,974
+42,055
+124% +$876K ﹤0.01% 1851
2022
Q2 		$690K Sell
33,919
-146
-0.4% -$2.99K ﹤0.01% 2631
2022
Q1 		$725K Sell
34,065
-1,953
-5% -$41K ﹤0.01% 2870
2021
Q4 		$768K Buy
36,018
+18,162
+102% +$382K ﹤0.01% 2646
2021
Q3 		$367K Buy
+17,856
New +$370K ﹤0.01% 3348

Other funds holding PSMJ

Swan Global Investments
Swan Global Investments Durango, Colorado $3.5B AUM 15.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Premier Private Wealth Management
Premier Private Wealth Management Palm Harbor, Florida $115M AUM 12.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Osaic Holdings's PSMJ Position: Q3 2026 in Review

Osaic Holdings increased its Pacer Swan SOS Moderate July ETF (PSMJ) stake by 3.9% in Q3 2026, buying an estimated $82.3K and bringing the position to 64,012 shares worth $2.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2211.

Osaic Holdings first reported a position in PSMJ in Q3 2021 and has held it in 21 quarters since. 14 funds tracked by Wall St. Rank hold PSMJ as of Q3 2026.

  • Osaic Holdings held 64,012 shares of Pacer Swan SOS Moderate July ETF worth $2.21M as of Q3 2026.
  • Osaic Holdings bought 2,405 Pacer Swan SOS Moderate July ETF shares in Q3 2026, an estimated $82.3K.
  • Pacer Swan SOS Moderate July ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #2211 holding.
  • Osaic Holdings first reported a position in Pacer Swan SOS Moderate July ETF in Q3 2021 and has held it in 21 quarters since.
  • 14 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.