Socha Financial Group’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History

Socha Financial Group’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 Q1	–	Sell	-7,600	Closed	-$216K	–	26
2024 Q4	$216K	Hold	7,600	–	–	0.1%	23
2024 Q3	$212K	Sell	7,600 -13	-0.2%	-$354	0.09%	23
2024 Q2	$204K	Buy	+7,613	New	+$201K	0.1%	20
2023 Q2	–	Sell	-136,400	Closed	-$2.98M	–	29
2023 Q1	$2.98M	Sell	136,400 -879	-0.6%	-$18.8K	1.93%	7
2022 Q4	$2.86M	Sell	137,279 -583	-0.4%	-$12.1K	2.03%	8
2022 Q3	$2.73M	Buy	+137,862	New	+$2.87M	2.34%	7

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

OMC

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

Socha Financial Group's PSMJ Position: Q1 2025 in Review

Socha Financial Group sold out of Pacer Swan SOS Moderate July ETF (PSMJ) in Q1 2025, closing a stake of 7,600 shares — an estimated $216K sold.

Socha Financial Group first reported a position in PSMJ in Q3 2022 and held it in 6 quarters. The position peaked at $2.98M in Q1 2023. 23 funds tracked by Wall St. Rank hold PSMJ as of Q1 2025.

Socha Financial Group reported no remaining Pacer Swan SOS Moderate July ETF position as of Q1 2025 after selling out during the quarter.
Socha Financial Group sold 7,600 Pacer Swan SOS Moderate July ETF shares in Q1 2025, an estimated $216K.
Socha Financial Group first reported a position in Pacer Swan SOS Moderate July ETF in Q3 2022 and held it in 6 quarters.
Socha Financial Group's Pacer Swan SOS Moderate July ETF position peaked at $2.98M in Q1 2023.
23 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q1 2025.

Based on Socha Financial Group's 13F filing for Q1 2025, filed 25 Apr 2025.