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

Principal Securities, Inc.

$6.07 Trillion
Q3 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

16

Shares Held

5.42M

Call Options Held

0

Put Options Held

0

Pacer Advisors, Inc. Malvern, PA

2.51M
Shares

$73.8 Million
0.22% of portfolio
Swan Global Investments, LLC Durango, CO

2.51M
Shares

$73.8 Million
3.37% of portfolio
Anfield Capital Management, LLC Newport Beach, CA

92.5K
Shares

$2.72 Million
0.86% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

72.4K
Shares

$2.13 Million
0.0% of portfolio
Brass Tax Wealth Management, Inc Cincinnati, OH

46.9K
Shares

$1.38 Million
0.23% of portfolio

About PACER FDS TR SWAN SOS MODERATE

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