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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
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

Pacer Advisors
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
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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Sovran Advisors's PSMJ Position: Q1 2026 in Review

Sovran Advisors held its Pacer Swan SOS Moderate July ETF (PSMJ) position steady in Q1 2026 at 12,135 shares worth $403K. The position accounts for 0.03% of the portfolio, ranked #400.

Sovran Advisors first reported a position in PSMJ in Q3 2025 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold PSMJ as of Q1 2026.

  • Sovran Advisors held 12,135 shares of Pacer Swan SOS Moderate July ETF worth $403K as of Q1 2026.
  • Sovran Advisors left its Pacer Swan SOS Moderate July ETF share count unchanged in Q1 2026.
  • Pacer Swan SOS Moderate July ETF made up 0.03% of Sovran Advisors's portfolio in Q1 2026, its #400 holding.
  • Sovran Advisors first reported a position in Pacer Swan SOS Moderate July ETF in Q3 2025 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q1 2026.

Based on Sovran Advisors's 13F filing for Q1 2026, filed 1 May 2026.