Principal Securities, Inc. Pacer Fds Tr Swan Sos Moderate Transaction History

Principal Securities, Inc.

$5.32 Trillion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	BUY	$24.78 - $26.4 $4,956 - $5,280	200 Added 100.0%	400 $10.5 Million
Q1 2024 May 10, 2024	BUY	$24.66 - $25.49 $4,932 - $5,098	200 New	200 $5.1 Million

Others Institutions Holding PSMR

# of Institutions

17

Shares Held

5.38M

Call Options Held

0

Put Options Held

0

Swan Global Investments, LLC Durango, CO

2.59M
Shares

$74.6 Million
3.54% of portfolio
Pacer Advisors, Inc. Malvern, PA

1.94M
Shares

$55.9 Million
0.15% of portfolio
Kestra Advisory Services, LLC

410K
Shares

$11.8 Million
0.06% of portfolio
Anfield Capital Management, LLC Newport Beach, CA

100K
Shares

$2.89 Million
1.05% of portfolio
Lpl Financial LLC Fort Mill, SC

66.2K
Shares

$1.91 Million
0.0% of portfolio

About PACER FDS TR SWAN SOS MODERATE

Ticker PSMR
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