PPWM
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Premier Private Wealth Management’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History

Premier Private Wealth Management’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 		$348K Hold
10,290
– – 0.3% 43
2026
Q1 		$328K Hold
10,290
– – 0.35% 44
2025
Q4 		$333K Buy
+10,290
New +$327K 0.35% 40

Other funds holding PSMJ

SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Premier Private Wealth Management's PSMJ Position: Q2 2026 in Review

Premier Private Wealth Management held its Pacer Swan SOS Moderate July ETF (PSMJ) position steady in Q2 2026 at 10,290 shares worth $348K. The position accounts for 0.3% of the portfolio, ranked #43.

Premier Private Wealth Management first reported a position in PSMJ in Q4 2025 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold PSMJ as of Q2 2026.

  • Premier Private Wealth Management held 10,290 shares of Pacer Swan SOS Moderate July ETF worth $348K as of Q2 2026.
  • Premier Private Wealth Management left its Pacer Swan SOS Moderate July ETF share count unchanged in Q2 2026.
  • Pacer Swan SOS Moderate July ETF made up 0.3% of Premier Private Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Premier Private Wealth Management first reported a position in Pacer Swan SOS Moderate July ETF in Q4 2025 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q2 2026.

Based on Premier Private Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.