Raymond James Financial
PSMJ icon

Raymond James Financial’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-142
Closed -$4.31K – 6306
2025
Q2 		$4.31K Buy
+142
New +$4.02K ﹤0.01% 6213

Other funds holding PSMJ

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Raymond James Financial's PSMJ Position: Q3 2025 in Review

Raymond James Financial sold out of Pacer Swan SOS Moderate July ETF (PSMJ) in Q3 2025, closing a stake of 142 shares — an estimated $4.31K sold.

Raymond James Financial first reported a position in PSMJ in Q2 2025 and held it in 1 quarter. The position peaked at $4.31K in Q2 2025. 25 funds tracked by Wall St. Rank hold PSMJ as of Q3 2025.

  • Raymond James Financial reported no remaining Pacer Swan SOS Moderate July ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 142 Pacer Swan SOS Moderate July ETF shares in Q3 2025, an estimated $4.31K.
  • Raymond James Financial first reported a position in Pacer Swan SOS Moderate July ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Pacer Swan SOS Moderate July ETF position peaked at $4.31K in Q2 2025.
  • 25 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.