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True Link Financial Advisors’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History

True Link Financial Advisors’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
2023
Q4 		– Sell
-14,400
Closed -$334K – 97
2023
Q3 		$334K Hold
14,400
– – 0.04% 89
2023
Q2 		$340K Hold
14,400
– – 0.04% 92
2023
Q1 		$315K Hold
14,400
– – 0.04% 102
2022
Q4 		$300K Buy
+14,400
New +$298K 0.04% 104

Other funds holding PSMJ

SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 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 $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

True Link Financial Advisors's PSMJ Position: Q4 2023 in Review

True Link Financial Advisors sold out of Pacer Swan SOS Moderate July ETF (PSMJ) in Q4 2023, closing a stake of 14,400 shares — an estimated $334K sold.

True Link Financial Advisors first reported a position in PSMJ in Q4 2022 and held it in 4 quarters. The position peaked at $340K in Q2 2023. 19 funds tracked by Wall St. Rank hold PSMJ as of Q4 2023.

  • True Link Financial Advisors reported no remaining Pacer Swan SOS Moderate July ETF position as of Q4 2023 after selling out during the quarter.
  • True Link Financial Advisors sold 14,400 Pacer Swan SOS Moderate July ETF shares in Q4 2023, an estimated $334K.
  • True Link Financial Advisors first reported a position in Pacer Swan SOS Moderate July ETF in Q4 2022 and held it in 4 quarters.
  • True Link Financial Advisors's Pacer Swan SOS Moderate July ETF position peaked at $340K in Q2 2023.
  • 19 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q4 2023.

Based on True Link Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.