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Realta Investment Advisors’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History

Realta Investment Advisors’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
2026
Q2 		$38.9K Hold
1,150
– – 0.01% 279
2026
Q1 		$36.6K Hold
1,150
– – 0.01% 261
2025
Q4 		$37K Buy
1,150
+1,000
+667% +$31.8K 0.01% 256
2025
Q3 		$4.73K Sell
150
-850
-85% -$26.3K ﹤0.01% 300
2025
Q2 		$30.3K Sell
1,000
-450
-31% -$12.8K 0.01% 245
2025
Q1 		$40.3K Buy
1,450
+450
+45% +$12.8K 0.02% 241
2024
Q4 		$28.6K Sell
1,000
-4,850
-83% -$137K 0.01% 270
2024
Q3 		$165K Sell
5,850
-36,895
-86% -$1M 0.08% 190
2024
Q2 		$1.15M Sell
42,745
-1,230
-3% -$32.5K 0.22% 107
2024
Q1 		$1.15M Sell
43,975
-900
-2% -$23K 0.24% 105
2023
Q4 		$1.12M Sell
44,875
-600
-1% -$14.3K 0.25% 97
2023
Q3 		$1.07M Hold
45,475
– – 0.25% 94
2023
Q2 		$1.07M Buy
45,475
+200
+0.4% +$4.47K 0.23% 99
2023
Q1 		$990K Hold
45,275
– – 0.24% 107
2022
Q4 		$942K Hold
45,275
– – 0.23% 109
2022
Q3 		$896K Buy
+45,275
New +$943K 0.23% 106

Other funds holding PSMJ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Realta Investment Advisors's PSMJ Position: Q2 2026 in Review

Realta Investment Advisors held its Pacer Swan SOS Moderate July ETF (PSMJ) position steady in Q2 2026 at 1,150 shares worth $38.9K. The position accounts for 0.01% of the portfolio, ranked #279.

Realta Investment Advisors first reported a position in PSMJ in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.15M in Q1 2024. 5 funds tracked by Wall St. Rank hold PSMJ as of Q2 2026.

  • Realta Investment Advisors held 1,150 shares of Pacer Swan SOS Moderate July ETF worth $38.9K as of Q2 2026.
  • Realta Investment Advisors left its Pacer Swan SOS Moderate July ETF share count unchanged in Q2 2026.
  • Pacer Swan SOS Moderate July ETF made up 0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #279 holding.
  • Realta Investment Advisors first reported a position in Pacer Swan SOS Moderate July ETF in Q3 2022 and has held it in 16 quarters since.
  • Realta Investment Advisors's Pacer Swan SOS Moderate July ETF position peaked at $1.15M in Q1 2024.
  • 5 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.