Advisory Services Network’s Pacer Swan SOS Moderate April ETF PSMR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$356K	Sell	11,720 -1,675	-13%	-$50.3K	﹤0.01%	1474
2025 Q4	$399K	Sell	13,395 -1,375	-9%	-$40.5K	0.01%	1326
2025 Q3	$432K	Sell	14,770 -150	-1%	-$4.33K	0.01%	1273
2025 Q2	$428K	Sell	14,920 -550	-4%	-$15K	0.01%	1231
2025 Q1	$420K	Sell	15,470 -225	-1%	-$6.31K	0.01%	1136
2024 Q4	$438K	Sell	15,695 -375	-2%	-$10.4K	0.01%	1106
2024 Q3	$423K	Hold	16,070	–	–	0.01%	1058
2024 Q2	$423K	Sell	16,070 -425	-3%	-$10.9K	0.01%	1058
2024 Q1	$420K	Hold	16,495	–	–	0.01%	1021
2023 Q4	$411K	Buy	+16,495	New	+$394K	0.01%	981

Other funds holding PSMR

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SLP

Storen Legacy Partners Zionsville, Indiana $367M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 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

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

Advisory Services Network reduced its Pacer Swan SOS Moderate April ETF (PSMR) stake by 13% in Q1 2026, selling an estimated $50.3K and leaving 11,720 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Advisory Services Network first reported a position in PSMR in Q4 2023 and has held it in 10 quarters since. The position peaked at $438K in Q4 2024. 15 funds tracked by Wall St. Rank hold PSMR as of Q1 2026.

Advisory Services Network held 11,720 shares of Pacer Swan SOS Moderate April ETF worth $356K as of Q1 2026.
Advisory Services Network sold 1,675 Pacer Swan SOS Moderate April ETF shares in Q1 2026, an estimated $50.3K.
Pacer Swan SOS Moderate April ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1474 holding.
Advisory Services Network first reported a position in Pacer Swan SOS Moderate April ETF in Q4 2023 and has held it in 10 quarters since.
Advisory Services Network's Pacer Swan SOS Moderate April ETF position peaked at $438K in Q4 2024.
15 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate April ETF as of Q1 2026.

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