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

Sovran 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 		$437K Buy
12,930
+795
+7% +$26.5K 0.03% 406
2026
Q1 		$403K Hold
12,135
– – 0.03% 400
2025
Q4 		$393K Hold
12,135
– – 0.03% 398
2025
Q3 		$385K Buy
+12,135
New +$375K 0.03% 390

Other funds holding PSMJ

SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
PPWM
Premier Private Wealth Management Palm Harbor, Florida $114M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sovran Advisors's PSMJ Position: Q2 2026 in Review

Sovran Advisors increased its Pacer Swan SOS Moderate July ETF (PSMJ) stake by 6.6% in Q2 2026, buying an estimated $26.5K and bringing the position to 12,930 shares worth $437K. The position accounts for 0.03% of the portfolio, ranked #406.

Sovran Advisors first reported a position in PSMJ in Q3 2025 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold PSMJ as of Q2 2026.

  • Sovran Advisors held 12,930 shares of Pacer Swan SOS Moderate July ETF worth $437K as of Q2 2026.
  • Sovran Advisors bought 795 Pacer Swan SOS Moderate July ETF shares in Q2 2026, an estimated $26.5K.
  • Pacer Swan SOS Moderate July ETF made up 0.03% of Sovran Advisors's portfolio in Q2 2026, its #406 holding.
  • Sovran Advisors first reported a position in Pacer Swan SOS Moderate July ETF in Q3 2025 and has held it in 4 quarters since.
  • 16 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q2 2026.

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