Pacer Advisors
PSMJ icon

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

Pacer Advisors’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
Q2 		$79.4M Buy
2,347,266
+108,723
+5% +$3.62M 0.2% 122
2026
Q1 		$71.3M Sell
2,238,543
-96,789
-4% -$3.12M 0.2% 124
2025
Q4 		$75.2M Sell
2,335,332
-135,829
-5% -$4.32M 0.19% 119
2025
Q3 		$78M Buy
2,471,161
+423,685
+21% +$13.1M 0.2% 114
2025
Q2 		$62.1M Sell
2,047,476
-181,543
-8% -$5.14M 0.15% 151
2025
Q1 		$62M Sell
2,229,019
-58,454
-3% -$1.67M 0.15% 143
2024
Q4 		$65M Sell
2,287,473
-78,289
-3% -$2.22M 0.14% 165
2024
Q3 		$66.1M Buy
2,365,762
+688,006
+41% +$18.7M 0.14% 175
2024
Q2 		$45M Sell
1,677,756
-64,083
-4% -$1.69M 0.1% 215
2024
Q1 		$45.7M Buy
1,741,839
+263,639
+18% +$6.74M 0.11% 210
2023
Q4 		$36.8M Buy
1,478,200
+293,067
+25% +$6.99M 0.1% 216
2023
Q3 		$27.5M Buy
1,185,133
+296,756
+33% +$7.03M 0.11% 200
2023
Q2 		$21M Buy
888,377
+106,987
+14% +$2.39M 0.08% 232
2023
Q1 		$17.1M Sell
781,390
-92,576
-11% -$1.98M 0.07% 265
2022
Q4 		$18.2M Sell
873,966
-19,180
-2% -$396K 0.09% 180
2022
Q3 		$17.7M Buy
893,146
+35,033
+4% +$729K 0.12% 133
2022
Q2 		$17.4M Buy
858,113
+257,592
+43% +$5.27M 0.13% 130
2022
Q1 		$12.8M Buy
600,521
+196,035
+48% +$4.11M 0.1% 191
2021
Q4 		$8.62M Sell
404,486
-250,240
-38% -$5.26M 0.09% 213
2021
Q3 		$13.4M Buy
+654,726
New +$13.6M 0.17% 84

Other funds holding PSMJ

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
PPWM
Premier Private Wealth Management Palm Harbor, Florida $114M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Pacer Advisors's PSMJ Position: Q2 2026 in Review

Pacer Advisors increased its Pacer Swan SOS Moderate July ETF (PSMJ) stake by 4.9% in Q2 2026, buying an estimated $3.62M and bringing the position to 2,347,266 shares worth $79.4M. The position accounts for 0.2% of the portfolio, ranked #122.

Pacer Advisors first reported a position in PSMJ in Q3 2021 and has held it in 20 quarters since. 16 funds tracked by Wall St. Rank hold PSMJ as of Q2 2026.

  • Pacer Advisors held 2,347,266 shares of Pacer Swan SOS Moderate July ETF worth $79.4M as of Q2 2026.
  • Pacer Advisors bought 108,723 Pacer Swan SOS Moderate July ETF shares in Q2 2026, an estimated $3.62M.
  • Pacer Swan SOS Moderate July ETF made up 0.2% of Pacer Advisors's portfolio in Q2 2026, its #122 holding.
  • Pacer Advisors first reported a position in Pacer Swan SOS Moderate July ETF in Q3 2021 and has held it in 20 quarters since.
  • 16 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q2 2026.

Based on Pacer Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.