Sutton Wealth Advisors’s Pacer Swan SOS Moderate April ETF PSMR Stock Holding History

Sutton Wealth Advisors’s Portfolio PSMR Stock Details PSMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$591K	Hold	25,434	–	–	0.29%	58
2023 Q2	$598K	Hold	25,434	–	–	0.29%	58
2023 Q1	$568K	Hold	25,434	–	–	0.3%	58
2022 Q4	$543K	Sell	25,434 -10	-0%	-$211	0.21%	78
2022 Q3	$513K	Hold	25,444	–	–	0.21%	74
2022 Q2	$522K	Hold	25,444	–	–	0.21%	78
2022 Q1	$572K	Buy	25,444 +12,205	+92%	+$269K	0.2%	80
2021 Q4	$295K	Hold	13,239	–	–	0.1%	138
2021 Q3	$285K	Hold	13,239	–	–	0.11%	134
2021 Q2	$284K	Buy	+13,239	New	+$280K	0.1%	134

Other funds holding PSMR

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

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 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

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

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

DFA

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

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

Sutton Wealth Advisors held its Pacer Swan SOS Moderate April ETF (PSMR) position steady in Q3 2023 at 25,434 shares worth $591K. The position accounts for 0.29% of the portfolio, ranked #58.

Sutton Wealth Advisors first reported a position in PSMR in Q2 2021 and has held it in 10 quarters since. The position peaked at $598K in Q2 2023. 9 funds tracked by Wall St. Rank hold PSMR as of Q3 2023.

Sutton Wealth Advisors held 25,434 shares of Pacer Swan SOS Moderate April ETF worth $591K as of Q3 2023.
Sutton Wealth Advisors left its Pacer Swan SOS Moderate April ETF share count unchanged in Q3 2023.
Pacer Swan SOS Moderate April ETF made up 0.29% of Sutton Wealth Advisors's portfolio in Q3 2023, its #58 holding.
Sutton Wealth Advisors first reported a position in Pacer Swan SOS Moderate April ETF in Q2 2021 and has held it in 10 quarters since.
Sutton Wealth Advisors's Pacer Swan SOS Moderate April ETF position peaked at $598K in Q2 2023.
9 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate April ETF as of Q3 2023.

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