Brass Tax Wealth Management Inc. Raises Stock Holdings in Pacer Swan SOS Moderate (April) ETF (BATS:PSMR)

Posted by Faye Duncan on Dec 13th, 2024

Brass Tax Wealth Management Inc. grew its position in shares of Pacer Swan SOS Moderate (April) ETF (BATS:PSMR – Free Report) by 13.7% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 86,801 shares of the company’s stock after buying an additional 10,467 shares during the period. Pacer Swan SOS Moderate (April) ETF comprises 0.9% of Brass Tax Wealth Management Inc.’s portfolio, making the stock its 24th largest position. Brass Tax Wealth Management Inc. owned 3.18% of Pacer Swan SOS Moderate (April) ETF worth $2,377,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of PSMR. Copley Financial Group Inc. bought a new position in Pacer Swan SOS Moderate (April) ETF during the 3rd quarter worth approximately $42,000. Commonwealth Equity Services LLC bought a new position in Pacer Swan SOS Moderate (April) ETF during the 2nd quarter worth approximately $1,964,000. Anfield Capital Management LLC bought a new position in Pacer Swan SOS Moderate (April) ETF during the 2nd quarter worth approximately $3,305,000. Finally, Pacer Advisors Inc. lifted its holdings in Pacer Swan SOS Moderate (April) ETF by 73.7% during the 2nd quarter. Pacer Advisors Inc. now owns 2,219,850 shares of the company’s stock worth $58,404,000 after buying an additional 941,663 shares during the last quarter.

Pacer Swan SOS Moderate (April) ETF Stock Down 0.1 %

BATS:PSMR traded down $0.02 during trading hours on Friday, reaching $28.24. 49 shares of the stock were exchanged. The firm has a market cap of $77.08 million, a PE ratio of 23.75 and a beta of 0.45. The company’s 50 day moving average is $27.79 and its 200 day moving average is $26.97.

Pacer Swan SOS Moderate (April) ETF Company Profile

(Free Report)

The Pacer Swan SOS Moderate (April) ETF (PSMR) is an exchange-traded fund that is based on the SPDR S&P 500 ETF Trust index. The fund aims for specific buffered losses and capped gains on SPDR S&P 500 ETF over a specific holdings period. The actively-managed fund holds options and collateral. PSMR was launched on Mar 31, 2021 and is managed by Pacer.