Ausdal Financial Partners, Inc. PSMJ β€” PACER FDS TR

Ownership history in Ausdal Financial Partners, Inc.  Β·  6 quarters on record

AI Ownership Summary

Ausdal Financial Partners, Inc. reported PACER FDS TR (PSMJ) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.02% in 2024 Q3. The latest visible filing shows PSMJ at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PSMJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ausdal Financial Partners, Inc.'s position in PACER FDS TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PSMJ was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ausdal Financial Partners, Inc. held PSMJ β€” position size vs. price
% of Fund (quarterly)    PSMJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 6,405 β€” 0% 0.01% $206K 2026-02-14 (Est.) $32.28
2025 Q3 REDUCED 13.5% +2.2% ❌ 6,405 -1,000 -13.5% 0.01% $202K 2025-11-14 $31.63
2025 Q2 REDUCED β€” β€” β€” 7,405 -100 -1.3% 0.01% $225K 2025-08-14 $30.94
2025 Q1 REDUCED β€” β€” β€” 7,505 -200 -2.6% 0.02% $209K 2025-05-15 $28.87
2024 Q4 REDUCED β€” β€” β€” 7,705 -20 -0.3% 0.02% $219K 2025-02-12 $28.96
2024 Q3 INITIATED β€” β€” β€” 7,725 β€” β€” 0.02% $216K 2024-10-04 $27.79

🏒 Other funds also holding PSMJ

As of 2026 Q1 β€” sorted by position size

Realta Investment Advisors 3Y 0.01% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% DHJJ Financial Advisors, Ltd. 3Y 0.0%

FAQ About Ausdal Financial Partners, Inc. and PSMJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ausdal Financial Partners, Inc. reported owning PSMJ?

Ausdal Financial Partners, Inc. reported PSMJ across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported PSMJ position in Ausdal Financial Partners, Inc.'s portfolio?

The largest reported portfolio weight for PSMJ was 0.02% in 2024 Q3.

What is the latest reported PSMJ position on this page?

The most recent filing on this page is 2025 Q4, when Ausdal Financial Partners, Inc. reported 6,405 shares, equal to 0.01% of portfolio, with an estimated market value of $206K.

What does the chart on this PSMJ ownership page compare?

The chart compares Ausdal Financial Partners, Inc.'s quarterly PSMJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Ausdal Financial Partners, Inc. time their PSMJ position?

Based on 13F filing dates vs. subsequent PSMJ price moves, Ausdal Financial Partners, Inc. correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on PSMJ relative to SPY over the holding period was -2.8%.

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