Advisory Services Network’s Pacer Swan SOS Moderate October ETF PSMO Stock Holding History

Advisory Services Network’s Portfolio PSMO Stock Details PSMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,855	Closed	-$86.2K	–	4015
2026 Q1	$86.2K	Buy	+2,855	New	+$87.9K	﹤0.01%	2300
2025 Q4	–	Sell	-3,405	Closed	-$103K	–	3647
2025 Q3	$103K	Buy	+3,405	New	+$101K	﹤0.01%	2058
2024 Q1	–	Sell	-3,585	Closed	-$90.4K	–	3110
2023 Q4	$90.4K	Buy	+3,585	New	+$86.9K	﹤0.01%	1708

Other funds holding PSMO

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Advisory Services Network's PSMO Position: Q2 2026 in Review

Advisory Services Network sold out of Pacer Swan SOS Moderate October ETF (PSMO) in Q2 2026, closing a stake of 2,855 shares — an estimated $86.2K sold.

Advisory Services Network first reported a position in PSMO in Q4 2023 and held it in 3 quarters. The position peaked at $103K in Q3 2025. 15 funds tracked by Wall St. Rank hold PSMO as of Q2 2026.

Advisory Services Network reported no remaining Pacer Swan SOS Moderate October ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 2,855 Pacer Swan SOS Moderate October ETF shares in Q2 2026, an estimated $86.2K.
Advisory Services Network first reported a position in Pacer Swan SOS Moderate October ETF in Q4 2023 and held it in 3 quarters.
Advisory Services Network's Pacer Swan SOS Moderate October ETF position peaked at $103K in Q3 2025.
15 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate October ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.