Swan Wealth Advisors »

Pacer Fds Tr Swan Sos Modrte shares owned by Swan Wealth Advisors

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

Historical chart of Swan Wealth Advisors 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 Swan Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pacer Fds Tr Swan Sos Modrte by Swan Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $31M 1.2M 25.22
2023-09-30 $25M 1.1M 23.65

More positions owned by Swan Wealth Advisors

Spdr S&p 500 Etf Tr SPY Put Put Option
Spdr S&p 500 Etf Tr Spy (SPY)
Ishares Tr Ivv (IVV)
Select Sector Spdr Tr XLK (XLK)
Select Sector Spdr Tr XLF (XLF)
Select Sector Spdr Tr XLV (XLV)
Select Sector Spdr Tr Xly (XLY)
Listed Fd Tr Hegd (HEGD)
Select Sector Spdr Tr Xli (XLI)
Select Sector Spdr Tr XLC (XLC)
Pacer Fds Tr PSMJ (PSMJ)
Select Sector Spdr Tr XLP (XLP)
Pacer Fds Tr PSMD (PSMD)
Pacer Fds Tr Psmo (PSMO)
IShares ETF-Rus2000 Iwm (IWM)

View all positions for Swan Wealth Advisors

Top funds holding Pacer Fds Tr Swan Sos Modrte

Pacer Advisors
Swan Wealth Advisors
Sykon Capital
Commonwealth Equity Services
Blue Bell Private Wealth Management
Lincoln National
Advisor Group Holdings
Coastal Investment Advisors
Advisory Services Network

View all funds holding Pacer Fds Tr Swan Sos Modrte