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Swan Global Investments’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History

Swan Global Investments’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
2026
Q1 		$71.3M Sell
2,238,543
-96,789
-4% -$3.12M 2.38% 7
2025
Q4 		$75.2M Sell
2,335,332
-135,829
-5% -$4.32M 2.23% 6
2025
Q3 		$78M Buy
2,471,161
+423,685
+21% +$13.1M 2.18% 5
2025
Q2 		$62.1M Sell
2,047,476
-181,543
-8% -$5.14M 1.73% 8
2025
Q1 		$62M Sell
2,229,019
-58,454
-3% -$1.67M 1.83% 7
2024
Q4 		$65M Sell
2,287,473
-78,289
-3% -$2.22M 1.89% 5
2024
Q3 		$66.1M Buy
2,365,762
+688,006
+41% +$18.7M 2.02% 5
2024
Q2 		$45M Sell
1,677,756
-64,083
-4% -$1.69M 1.38% 14
2024
Q1 		$45.7M Buy
1,741,839
+263,639
+18% +$6.74M 1.42% 13
2023
Q4 		$36.9M Buy
1,478,200
+293,067
+25% +$6.99M 1.2% 12
2023
Q3 		$27.5M Buy
+1,185,133
New +$28.1M 0.88% 16

Other funds holding PSMJ

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return