Realta Investment Advisors’s Pacer Swan SOS Moderate January ETF PSMD Stock Holding History

Realta Investment Advisors’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	-100	Closed	-$2.87K	–	328
2025 Q1	$2.87K	Buy	+100	New	+$2.93K	﹤0.01%	307
2024 Q4	–	Sell	-100	Closed	-$2.87K	–	395
2024 Q3	$2.87K	Sell	100 -800	-89%	-$22.5K	﹤0.01%	333
2024 Q2	$25K	Hold	900	–	–	﹤0.01%	594
2024 Q1	$24.4K	Buy	+900	New	+$23.8K	0.01%	617
2023 Q4	–	Sell	-900	Closed	-$22K	–	699
2023 Q3	$22K	Hold	900	–	–	0.01%	604
2023 Q2	$22K	Buy	+900	New	+$21.3K	﹤0.01%	651
2023 Q1	–	Sell	-900	Closed	-$19.8K	–	716
2022 Q4	$19.8K	Hold	900	–	–	﹤0.01%	645
2022 Q3	$18K	Buy	+900	New	+$19.2K	﹤0.01%	627

Other funds holding PSMD

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCG

Bravias Capital Group Iselin, New Jersey $168M AUM 24.02% 1-Year Est. Return

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

Realta Investment Advisors's PSMD Position: Q2 2025 in Review

Realta Investment Advisors sold out of Pacer Swan SOS Moderate January ETF (PSMD) in Q2 2025, closing a stake of 100 shares — an estimated $2.87K sold.

Realta Investment Advisors first reported a position in PSMD in Q3 2022 and held it in 8 quarters. The position peaked at $25K in Q2 2024. 18 funds tracked by Wall St. Rank hold PSMD as of Q2 2025.

Realta Investment Advisors reported no remaining Pacer Swan SOS Moderate January ETF position as of Q2 2025 after selling out during the quarter.
Realta Investment Advisors sold 100 Pacer Swan SOS Moderate January ETF shares in Q2 2025, an estimated $2.87K.
Realta Investment Advisors first reported a position in Pacer Swan SOS Moderate January ETF in Q3 2022 and held it in 8 quarters.
Realta Investment Advisors's Pacer Swan SOS Moderate January ETF position peaked at $25K in Q2 2024.
18 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate January ETF as of Q2 2025.

Based on Realta Investment Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.