Copley Financial Group, Inc. Pacer Fds Tr Swan Sos Moderate Transaction History

Copley Financial Group, Inc.

$131 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Dec 09, 2024	BUY	$25.58 - $27.39 $38,932 - $41,687	1,522 New	1,522 $41.7 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
Brass Tax Wealth Management, Inc Cincinnati, OH

97.6K
Shares

$2.81 Million
0.56% of portfolio

About PACER FDS TR SWAN SOS MODERATE

Ticker PSMR
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