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

Principal Securities’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
2025
Q4 		– Sell
-50
Closed -$1.58K – 2963
2025
Q3 		$1.58K Hold
50
– – ﹤0.01% 3286
2025
Q2 		$1.52K Sell
50
-1,875
-97% -$53.1K ﹤0.01% 3229
2025
Q1 		$54.7K Hold
1,925
– – ﹤0.01% 1720
2024
Q4 		$54.7K Hold
1,925
– – ﹤0.01% 1719
2024
Q3 		$53.8K Buy
1,925
+1,050
+120% +$28.6K ﹤0.01% 1660
2024
Q2 		$23.5K Buy
+875
New +$23.1K ﹤0.01% 1988

Other funds holding PSMJ

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Principal Securities's PSMJ Position: Q4 2025 in Review

Principal Securities sold out of Pacer Swan SOS Moderate July ETF (PSMJ) in Q4 2025, closing a stake of 50 shares — an estimated $1.58K sold.

Principal Securities first reported a position in PSMJ in Q2 2024 and held it in 6 quarters. The position peaked at $54.7K in Q1 2025. 25 funds tracked by Wall St. Rank hold PSMJ as of Q4 2025.

  • Principal Securities reported no remaining Pacer Swan SOS Moderate July ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 50 Pacer Swan SOS Moderate July ETF shares in Q4 2025, an estimated $1.58K.
  • Principal Securities first reported a position in Pacer Swan SOS Moderate July ETF in Q2 2024 and held it in 6 quarters.
  • Principal Securities's Pacer Swan SOS Moderate July ETF position peaked at $54.7K in Q1 2025.
  • 25 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.