Rockefeller Capital Management’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History

Rockefeller Capital Management’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 Q1	$901K	Hold	28,310	–	–	﹤0.01%	1654
2025 Q4	$912K	Hold	28,310	–	–	﹤0.01%	1592
2025 Q3	$893K	Hold	28,310	–	–	﹤0.01%	1470
2025 Q2	$859K	Hold	28,310	–	–	﹤0.01%	1382
2025 Q1	$788K	Hold	28,310	–	–	﹤0.01%	1342
2024 Q4	$805K	Hold	28,310	–	–	﹤0.01%	1329
2024 Q3	$791K	Hold	28,310	–	–	﹤0.01%	1305
2024 Q2	$760K	Hold	28,310	–	–	﹤0.01%	1314
2024 Q1	$742K	Buy	28,310 +3,617	+15%	+$92.5K	﹤0.01%	1355
2023 Q4	$615K	Hold	24,693	–	–	﹤0.01%	1291
2023 Q3	$573K	Hold	24,693	–	–	﹤0.01%	1252
2023 Q2	$582K	Hold	24,693	–	–	﹤0.01%	1283
2023 Q1	$540K	Hold	24,693	–	–	﹤0.01%	1327
2022 Q4	$513K	Hold	24,693	–	–	﹤0.01%	1272
2022 Q3	$488K	Buy	+24,693	New	+$514K	﹤0.01%	1281

Other funds holding PSMJ

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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Rockefeller Capital Management's PSMJ Position: Q1 2026 in Review

Rockefeller Capital Management held its Pacer Swan SOS Moderate July ETF (PSMJ) position steady in Q1 2026 at 28,310 shares worth $901K. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

Rockefeller Capital Management first reported a position in PSMJ in Q3 2022 and has held it in 15 quarters since. The position peaked at $912K in Q4 2025. 24 funds tracked by Wall St. Rank hold PSMJ as of Q1 2026.

Rockefeller Capital Management held 28,310 shares of Pacer Swan SOS Moderate July ETF worth $901K as of Q1 2026.
Rockefeller Capital Management left its Pacer Swan SOS Moderate July ETF share count unchanged in Q1 2026.
Pacer Swan SOS Moderate July ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1654 holding.
Rockefeller Capital Management first reported a position in Pacer Swan SOS Moderate July ETF in Q3 2022 and has held it in 15 quarters since.
Rockefeller Capital Management's Pacer Swan SOS Moderate July ETF position peaked at $912K in Q4 2025.
24 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.