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Tucker Asset Management’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History

Tucker Asset Management’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
2022
Q4 		– Sell
-1,440
Closed -$29.7K – 892
2022
Q3 		$29.7K Buy
+1,440
New +$30K 0.01% 190

Other funds holding PSMJ

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
SFG
Socha Financial Group Corning, New York $246M AUM 33.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tucker Asset Management's PSMJ Position: Q4 2022 in Review

Tucker Asset Management sold out of Pacer Swan SOS Moderate July ETF (PSMJ) in Q4 2022, closing a stake of 1,440 shares — an estimated $29.7K sold.

Tucker Asset Management first reported a position in PSMJ in Q3 2022 and held it in 1 quarter. The position peaked at $29.7K in Q3 2022. 15 funds tracked by Wall St. Rank hold PSMJ as of Q4 2022.

  • Tucker Asset Management reported no remaining Pacer Swan SOS Moderate July ETF position as of Q4 2022 after selling out during the quarter.
  • Tucker Asset Management sold 1,440 Pacer Swan SOS Moderate July ETF shares in Q4 2022, an estimated $29.7K.
  • Tucker Asset Management first reported a position in Pacer Swan SOS Moderate July ETF in Q3 2022 and held it in 1 quarter.
  • Tucker Asset Management's Pacer Swan SOS Moderate July ETF position peaked at $29.7K in Q3 2022.
  • 15 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q4 2022.

Based on Tucker Asset Management's 13F filing for Q4 2022, filed 11 May 2023.