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

Sutton Wealth 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
2023 Q3	$217K	Hold	8,944	–	–	0.11%	101
2023 Q2	$219K	Hold	8,944	–	–	0.11%	100
2023 Q1	$207K	Sell	8,944 -742	-8%	-$16.8K	0.11%	101
2022 Q4	$213K	Hold	9,686	–	–	0.08%	165
2022 Q3	$198K	Hold	9,686	–	–	0.08%	170
2022 Q2	$200K	Hold	9,686	–	–	0.08%	168
2022 Q1	$218K	Buy	9,686 +1,620	+20%	+$36.1K	0.08%	173
2021 Q4	$186K	Buy	8,066 +889	+12%	+$20.2K	0.06%	186
2021 Q3	$161K	Hold	7,177	–	–	0.06%	197
2021 Q2	$160K	Hold	7,177	–	–	0.06%	201
2021 Q1	$155K	Buy	+7,177	New	+$151K	0.06%	197

Other funds holding PSMD

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Sutton Wealth Advisors's PSMD Position: Q3 2023 in Review

Sutton Wealth Advisors held its Pacer Swan SOS Moderate January ETF (PSMD) position steady in Q3 2023 at 8,944 shares worth $217K. The position accounts for 0.11% of the portfolio, ranked #101.

Sutton Wealth Advisors first reported a position in PSMD in Q1 2021 and has held it in 11 quarters since. The position peaked at $219K in Q2 2023. 11 funds tracked by Wall St. Rank hold PSMD as of Q3 2023.

Sutton Wealth Advisors held 8,944 shares of Pacer Swan SOS Moderate January ETF worth $217K as of Q3 2023.
Sutton Wealth Advisors left its Pacer Swan SOS Moderate January ETF share count unchanged in Q3 2023.
Pacer Swan SOS Moderate January ETF made up 0.11% of Sutton Wealth Advisors's portfolio in Q3 2023, its #101 holding.
Sutton Wealth Advisors first reported a position in Pacer Swan SOS Moderate January ETF in Q1 2021 and has held it in 11 quarters since.
Sutton Wealth Advisors's Pacer Swan SOS Moderate January ETF position peaked at $219K in Q2 2023.
11 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate January ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.