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

Sutton Wealth 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
2023 Q3	$112K	Hold	4,820	–	–	0.06%	158
2023 Q2	$114K	Hold	4,820	–	–	0.06%	156
2023 Q1	$105K	Hold	4,820	–	–	0.06%	154
2022 Q4	$100K	Hold	4,820	–	–	0.04%	248
2022 Q3	$95.4K	Hold	4,820	–	–	0.04%	255
2022 Q2	$98K	Hold	4,820	–	–	0.04%	241
2022 Q1	$103K	Hold	4,820	–	–	0.04%	245
2021 Q4	$103K	Hold	4,820	–	–	0.03%	258
2021 Q3	$99K	Buy	+4,820	New	+$99.8K	0.04%	246

Other funds holding PSMJ

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

Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

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

Sutton Wealth Advisors held its Pacer Swan SOS Moderate July ETF (PSMJ) position steady in Q3 2023 at 4,820 shares worth $112K. The position accounts for 0.06% of the portfolio, ranked #158.

Sutton Wealth Advisors first reported a position in PSMJ in Q3 2021 and has held it in 9 quarters since. The position peaked at $114K in Q2 2023. 20 funds tracked by Wall St. Rank hold PSMJ as of Q3 2023.

Sutton Wealth Advisors held 4,820 shares of Pacer Swan SOS Moderate July ETF worth $112K as of Q3 2023.
Sutton Wealth Advisors left its Pacer Swan SOS Moderate July ETF share count unchanged in Q3 2023.
Pacer Swan SOS Moderate July ETF made up 0.06% of Sutton Wealth Advisors's portfolio in Q3 2023, its #158 holding.
Sutton Wealth Advisors first reported a position in Pacer Swan SOS Moderate July ETF in Q3 2021 and has held it in 9 quarters since.
Sutton Wealth Advisors's Pacer Swan SOS Moderate July ETF position peaked at $114K in Q2 2023.
20 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q3 2023.

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