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

Sovran 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
2026 Q2	$253K	Hold	7,339	–	–	0.02%	525
2026 Q1	$246K	Hold	7,339	–	–	0.02%	500
2025 Q4	$240K	Buy	+7,339	New	+$235K	0.02%	490

Other funds holding PSMD

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BCG

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AFO

Allie Family Office Miami, Florida $269M AUM 20.18% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Sovran Advisors's PSMD Position: Q2 2026 in Review

Sovran Advisors held its Pacer Swan SOS Moderate January ETF (PSMD) position steady in Q2 2026 at 7,339 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #525.

Sovran Advisors first reported a position in PSMD in Q4 2025 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold PSMD as of Q2 2026.

Sovran Advisors held 7,339 shares of Pacer Swan SOS Moderate January ETF worth $253K as of Q2 2026.
Sovran Advisors left its Pacer Swan SOS Moderate January ETF share count unchanged in Q2 2026.
Pacer Swan SOS Moderate January ETF made up 0.02% of Sovran Advisors's portfolio in Q2 2026, its #525 holding.
Sovran Advisors first reported a position in Pacer Swan SOS Moderate January ETF in Q4 2025 and has held it in 3 quarters since.
16 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate January ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.