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Swan Global Investments’s Pacer Swan SOS Moderate January ETF PSMD Stock Holding History

Swan Global Investments’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
2026
Q2 		$80.4M Sell
2,342,410
-22,667
-1% -$763K 2.37% 6
2026
Q1 		$75.4M Buy
2,365,077
+270,060
+13% +$8.77M 2.52% 5
2025
Q4 		$68M Sell
2,095,017
-78,753
-4% -$2.52M 2.01% 9
2025
Q3 		$68.8M Sell
2,173,770
-75,751
-3% -$2.35M 1.92% 7
2025
Q2 		$68.5M Sell
2,249,521
-199,476
-8% -$5.79M 1.91% 6
2025
Q1 		$70.2M Buy
2,448,997
+401,217
+20% +$11.8M 2.08% 5
2024
Q4 		$59.7M Sell
2,047,780
-70,088
-3% -$2.03M 1.74% 9
2024
Q3 		$60.5M Sell
2,117,868
-165,122
-7% -$4.64M 1.85% 8
2024
Q2 		$63.5M Sell
2,282,990
-42,664
-2% -$1.16M 1.95% 7
2024
Q1 		$63M Buy
2,325,654
+980,865
+73% +$25.9M 1.96% 7
2023
Q4 		$34.7M Buy
1,344,789
+338,649
+34% +$8.45M 1.13% 14
2023
Q3 		$24.4M Buy
+1,006,140
New +$24.7M 0.78% 20

Other funds holding PSMD

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $168M AUM 24.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AFO
Allie Family Office Miami, Florida $269M AUM 20.18% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

Swan Global Investments's PSMD Position: Q2 2026 in Review

Swan Global Investments reduced its Pacer Swan SOS Moderate January ETF (PSMD) stake by 0.96% in Q2 2026, selling an estimated $763K and leaving 2,342,410 shares worth $80.4M. The position accounts for 2.37% of the portfolio, ranked #6.

Swan Global Investments first reported a position in PSMD in Q3 2023 and has held it in 12 quarters since. 16 funds tracked by Wall St. Rank hold PSMD as of Q2 2026.

  • Swan Global Investments held 2,342,410 shares of Pacer Swan SOS Moderate January ETF worth $80.4M as of Q2 2026.
  • Swan Global Investments sold 22,667 Pacer Swan SOS Moderate January ETF shares in Q2 2026, an estimated $763K.
  • Pacer Swan SOS Moderate January ETF made up 2.37% of Swan Global Investments's portfolio in Q2 2026, its #6 holding.
  • Swan Global Investments first reported a position in Pacer Swan SOS Moderate January ETF in Q3 2023 and has held it in 12 quarters since.
  • 16 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate January ETF as of Q2 2026.

Based on Swan Global Investments's 13F filing for Q2 2026, filed 11 Aug 2026.