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Pacer Fds Tr Swan Sos Modrte shares owned by Brass Tax Wealth Management

Quarter-by-quarter ownership of Pacer Fds Tr Swan Sos Modrte (PSMO) shares owned by Brass Tax Wealth Management from 13F filings

Historical chart of Brass Tax Wealth Management investment in Pacer Fds Tr Swan Sos Modrte

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr Swan Sos Modrte held by Brass Tax Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacer Fds Tr Swan Sos Modrte by Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $407k 14k 30.15
2025-06-30 $834k 29k 28.91
2025-03-31 $16M 603k 27.16
2024-12-31 $18M 651k 27.60

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View all positions for Brass Tax Wealth Management

Top funds holding Pacer Fds Tr Swan Sos Modrte

Swan Wealth Advisors
Pacer Advisors
Commonwealth Equity Services
Advisor Group Holdings
Old Mission Capital
Blue Bell Private Wealth Management
Goldman Sachs Group
Anfield Capital Management
Sovran Advisors
Brass Tax Wealth Management
Citadel Advisors
Kestra Advisory Services
Advisory Services Network
Harbour Investments
Rockefeller Capital Management

View all funds holding Pacer Fds Tr Swan Sos Modrte