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Spire Wealth Management’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History

Spire Wealth 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
2023
Q2 		– Sell
-96,342
Closed -$2.11M – 2503
2023
Q1 		$2.11M Buy
96,342
+85,774
+812% +$1.84M 0.08% 223
2022
Q4 		$220K Buy
+10,568
New +$218K 0.01% 531

Other funds holding PSMJ

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Spire Wealth Management's PSMJ Position: Q2 2023 in Review

Spire Wealth Management sold out of Pacer Swan SOS Moderate July ETF (PSMJ) in Q2 2023, closing a stake of 96,342 shares — an estimated $2.11M sold.

Spire Wealth Management first reported a position in PSMJ in Q4 2022 and held it in 2 quarters. The position peaked at $2.11M in Q1 2023. 14 funds tracked by Wall St. Rank hold PSMJ as of Q2 2023.

  • Spire Wealth Management reported no remaining Pacer Swan SOS Moderate July ETF position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 96,342 Pacer Swan SOS Moderate July ETF shares in Q2 2023, an estimated $2.11M.
  • Spire Wealth Management first reported a position in Pacer Swan SOS Moderate July ETF in Q4 2022 and held it in 2 quarters.
  • Spire Wealth Management's Pacer Swan SOS Moderate July ETF position peaked at $2.11M in Q1 2023.
  • 14 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.