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Allie Family Office’s Pacer Swan SOS Moderate January ETF PSMD Stock Holding History

Allie Family Office’s Portfolio PSMD Stock Details PSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$331K Hold
10,369
– – 0.14% 73
2025
Q4 		$337K Hold
10,369
– – 0.16% 71
2025
Q3 		$328K Hold
10,369
– – 0.16% 69
2025
Q2 		$315K Sell
10,369
-5,155
-33% -$150K 0.16% 63
2025
Q1 		$445K Buy
+15,524
New +$455K 0.24% 57

Other funds holding PSMD

SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Pacer Advisors
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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $168M AUM 24.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Allie Family Office's PSMD Position: Q1 2026 in Review

Allie Family Office held its Pacer Swan SOS Moderate January ETF (PSMD) position steady in Q1 2026 at 10,369 shares worth $331K. The position accounts for 0.14% of the portfolio, ranked #73.

Allie Family Office first reported a position in PSMD in Q1 2025 and has held it in 5 quarters since. The position peaked at $445K in Q1 2025. 18 funds tracked by Wall St. Rank hold PSMD as of Q1 2026.

  • Allie Family Office held 10,369 shares of Pacer Swan SOS Moderate January ETF worth $331K as of Q1 2026.
  • Allie Family Office left its Pacer Swan SOS Moderate January ETF share count unchanged in Q1 2026.
  • Pacer Swan SOS Moderate January ETF made up 0.14% of Allie Family Office's portfolio in Q1 2026, its #73 holding.
  • Allie Family Office first reported a position in Pacer Swan SOS Moderate January ETF in Q1 2025 and has held it in 5 quarters since.
  • Allie Family Office's Pacer Swan SOS Moderate January ETF position peaked at $445K in Q1 2025.
  • 18 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate January ETF as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.