Sunbelt Securities’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History

Sunbelt Securities’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	$52.5K	Hold	1,650	–	–	﹤0.01%	1005
2025 Q4	$53.1K	Hold	1,650	–	–	﹤0.01%	982
2025 Q3	$52.1K	Hold	1,650	–	–	﹤0.01%	990
2025 Q2	$46.9K	Hold	1,650	–	–	﹤0.01%	955
2025 Q1	$45.9K	Hold	1,650	–	–	﹤0.01%	933
2024 Q4	$47K	Hold	1,650	–	–	﹤0.01%	953
2024 Q3	$46.1K	Hold	1,650	–	–	﹤0.01%	961
2024 Q2	$44.3K	Hold	1,650	–	–	﹤0.01%	943
2024 Q1	$43.3K	Hold	1,650	–	–	﹤0.01%	909
2023 Q4	$41.1K	Hold	1,650	–	–	0.01%	855
2023 Q3	$38.3K	Hold	1,650	–	–	0.01%	861
2023 Q2	$38.9K	Hold	1,650	–	–	0.01%	853
2023 Q1	$35.7K	Buy	+1,650	New	+$35.3K	0.01%	812

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 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

Sovran Advisors San Diego, California $1.27B AUM 18.55% 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

Sunbelt Securities's PSMJ Position: Q1 2026 in Review

Sunbelt Securities held its Pacer Swan SOS Moderate July ETF (PSMJ) position steady in Q1 2026 at 1,650 shares worth $52.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Sunbelt Securities first reported a position in PSMJ in Q1 2023 and has held it in 13 quarters since. The position peaked at $53.1K in Q4 2025. 24 funds tracked by Wall St. Rank hold PSMJ as of Q1 2026.

Sunbelt Securities held 1,650 shares of Pacer Swan SOS Moderate July ETF worth $52.5K as of Q1 2026.
Sunbelt Securities left its Pacer Swan SOS Moderate July ETF share count unchanged in Q1 2026.
Pacer Swan SOS Moderate July ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1005 holding.
Sunbelt Securities first reported a position in Pacer Swan SOS Moderate July ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's Pacer Swan SOS Moderate July ETF position peaked at $53.1K in Q4 2025.
24 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.