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Swan Global Investments’s Pacer Swan SOS Conservative July ETF PSCJ Stock Holding History

Swan Global Investments’s Portfolio PSCJ Stock Details PSCJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.9M Sell
1,145,234
-49,505
-4% -$1.49M 1.82% 12
2025
Q4 		$35.9M Sell
1,194,739
-69,471
-5% -$2.06M 1.7% 13
2025
Q3 		$37.3M Buy
1,264,210
+123,046
+11% +$3.56M 1.65% 14
2025
Q2 		$32.4M Sell
1,141,164
-101,173
-8% -$2.67M 1.5% 18
2025
Q1 		$32.1M Sell
1,242,337
-32,572
-3% -$871K 1.63% 18
2024
Q4 		$34M Sell
1,274,909
-1,740
-0.1% -$46.3K 1.64% 16
2024
Q3 		$33.5M Buy
1,276,649
+831,940
+187% +$21.2M 1.62% 16
2024
Q2 		$11.2M Sell
444,709
-16,981
-4% -$420K 0.56% 31
2024
Q1 		$11.3M Buy
461,690
+70,181
+18% +$1.68M 0.56% 30
2023
Q4 		$9.1M Buy
391,509
+78,198
+25% +$1.73M 0.48% 29
2023
Q3 		$6.76M Buy
+313,311
New +$6.92M 0.36% 30

Other funds holding PSCJ

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return