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 Q2	$79.4M	Buy	2,347,266 +108,723	+5%	+$3.62M	2.35%	7
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 Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

PPWM

Premier Private Wealth Management Palm Harbor, Florida $114M AUM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Swan Global Investments increased its Pacer Swan SOS Moderate July ETF (PSMJ) stake by 4.9% in Q2 2026, buying an estimated $3.62M and bringing the position to 2,347,266 shares worth $79.4M. The position accounts for 2.35% of the portfolio, ranked #7.

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

Swan Global Investments held 2,347,266 shares of Pacer Swan SOS Moderate July ETF worth $79.4M as of Q2 2026.
Swan Global Investments bought 108,723 Pacer Swan SOS Moderate July ETF shares in Q2 2026, an estimated $3.62M.
Pacer Swan SOS Moderate July ETF made up 2.35% of Swan Global Investments's portfolio in Q2 2026, its #7 holding.
Swan Global Investments first reported a position in Pacer Swan SOS Moderate July ETF in Q3 2023 and has held it in 12 quarters since.
16 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q2 2026.

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