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Principal Securities’s Pacer Swan SOS Moderate April ETF PSMR Stock Holding History

Principal Securities’s Portfolio PSMR Stock Details PSMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-400
Closed -$11.2K – 3846
2025
Q1 		$11.2K Hold
400
– – ﹤0.01% 2474
2024
Q4 		$11.2K Hold
400
– – ﹤0.01% 2470
2024
Q3 		$11K Hold
400
– – ﹤0.01% 2403
2024
Q2 		$10.5K Buy
400
+200
+100% +$5.13K ﹤0.01% 2367
2024
Q1 		$5.1K Buy
+200
New +$5.04K ﹤0.01% 2603

Other funds holding PSMR

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BTWM
Brass Tax Wealth Management Cincinnati, Ohio $602M AUM 12.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Principal Securities's PSMR Position: Q2 2025 in Review

Principal Securities sold out of Pacer Swan SOS Moderate April ETF (PSMR) in Q2 2025, closing a stake of 400 shares — an estimated $11.2K sold.

Principal Securities first reported a position in PSMR in Q1 2024 and held it in 5 quarters. The position peaked at $11.2K in Q1 2025. 13 funds tracked by Wall St. Rank hold PSMR as of Q2 2025.

  • Principal Securities reported no remaining Pacer Swan SOS Moderate April ETF position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 400 Pacer Swan SOS Moderate April ETF shares in Q2 2025, an estimated $11.2K.
  • Principal Securities first reported a position in Pacer Swan SOS Moderate April ETF in Q1 2024 and held it in 5 quarters.
  • Principal Securities's Pacer Swan SOS Moderate April ETF position peaked at $11.2K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate April ETF as of Q2 2025.

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