PSMR β€” PACER FDS TR

Ownership history in OSAIC HOLDINGS, INC.  Β·  19 quarters on record

AI Ownership Summary

OSAIC HOLDINGS, INC. reported PACER FDS TR (PSMR) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q4. The latest visible filing shows PSMR at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PSMR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OSAIC HOLDINGS, 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

PSMR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 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 OSAIC HOLDINGS, INC. held PSMR β€” position size vs. price
% of Fund (quarterly)    PSMR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 29,140 -2,762 -8.7% 0.00% $868K 2026-02-14 (Est.) $29.99
2025 Q3 ADDED 31,902 +11,189 +54.0% 0.00% $928K 2025-11-14 $29.39
2025 Q2 REDUCED 20,713 -24,046 -53.7% 0.00% $578K 2025-08-13 $28.91
2025 Q1 ADDED 44,759 +18,150 +68.2% 0.00% $1.2M 2025-05-12 $27.63
2024 Q4 UNCHANGED 26,609 β€” 0% 0.00% $736K 2025-02-07 $28.47
2024 Q3 REDUCED 26,609 -24,754 -48.2% 0.00% $729K 2024-11-13 $27.98
2024 Q2 ADDED 51,363 +37,399 +267.8% 0.00% $1.4M 2024-08-13 $26.37
2024 Q1 UNCHANGED 13,964 β€” 0% 0.00% $356K 2024-05-10 $25.55
2023 Q4 REDUCED 13,964 -663 -4.5% 0.00% $348K 2024-02-12 $25.27
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding PSMR

As of 2026 Q1 β€” sorted by position size

Storen Legacy Partners, LLC 0.42% Cornerstone Wealth Group, LLC 3Y 0.03% DHJJ Financial Advisors, Ltd. 3Y 0.0%

FAQ About OSAIC HOLDINGS, INC. and PSMR

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

How long has OSAIC HOLDINGS, INC. reported owning PSMR?

OSAIC HOLDINGS, INC. reported PSMR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PSMR position in OSAIC HOLDINGS, INC.'s portfolio?

The largest reported portfolio weight for PSMR was 0.00% in 2024 Q2.

What is the latest reported PSMR position on this page?

The most recent filing on this page is 2025 Q4, when OSAIC HOLDINGS, INC. reported 29,140 shares, equal to 0.00% of portfolio, with an estimated market value of $868K.

What does the chart on this PSMR ownership page compare?

The chart compares OSAIC HOLDINGS, INC.'s quarterly PSMR 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.

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