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 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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 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 $1.27B AUM 18.55% 1-Year Est. Return

Advisory Services Network's PSMO Position: Q1 2026 in Review

Advisory Services Network opened a new position in Pacer Swan SOS Moderate October ETF (PSMO) in Q1 2026: 2,855 shares worth $86.2K. The stake represents ﹤0.01% of the portfolio and ranks #2300 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in PSMO as recently as Q3 2025.

Advisory Services Network first reported a position in PSMO in Q4 2023 and has held it in 3 quarters since. The position peaked at $103K in Q3 2025. 15 funds tracked by Wall St. Rank hold PSMO as of Q1 2026.

Advisory Services Network held 2,855 shares of Pacer Swan SOS Moderate October ETF worth $86.2K as of Q1 2026.
Pacer Swan SOS Moderate October ETF was a new Advisory Services Network position in Q1 2026.
Pacer Swan SOS Moderate October ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2300 holding.
Advisory Services Network first reported a position in Pacer Swan SOS Moderate October ETF in Q4 2023 and has held it in 3 quarters since.
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 Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.