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Principal Securities’s Pacer Swan SOS Moderate January ETF PSMD Stock Holding History

Principal Securities’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
2025
Q2 		– Sell
-800
Closed -$23.3K – 3844
2025
Q1 		$23.3K Hold
800
– – ﹤0.01% 2119
2024
Q4 		$23.3K Hold
800
– – ﹤0.01% 2114
2024
Q3 		$22.8K Hold
800
– – ﹤0.01% 2053
2024
Q2 		$22.3K Hold
800
– – ﹤0.01% 2014
2024
Q1 		$21.7K Buy
+800
New +$21.2K ﹤0.01% 1971

Other funds holding PSMD

SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $153M AUM 23.67% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Principal Securities's PSMD Position: Q2 2025 in Review

Principal Securities sold out of Pacer Swan SOS Moderate January ETF (PSMD) in Q2 2025, closing a stake of 800 shares — an estimated $23.3K sold.

Principal Securities first reported a position in PSMD in Q1 2024 and held it in 5 quarters. The position peaked at $23.3K in Q1 2025. 18 funds tracked by Wall St. Rank hold PSMD as of Q2 2025.

  • Principal Securities reported no remaining Pacer Swan SOS Moderate January ETF position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 800 Pacer Swan SOS Moderate January ETF shares in Q2 2025, an estimated $23.3K.
  • Principal Securities first reported a position in Pacer Swan SOS Moderate January ETF in Q1 2024 and held it in 5 quarters.
  • Principal Securities's Pacer Swan SOS Moderate January ETF position peaked at $23.3K in Q1 2025.
  • 18 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate January ETF as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.