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Allie Family Office’s Pacer Swan SOS Moderate October ETF PSMO Stock Holding History

Allie Family Office’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 		– Sell
-11,972
Closed -$368K – 111
2025
Q4 		$368K Buy
+11,972
New +$364K 0.17% 68

Other funds holding PSMO

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
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
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

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

Allie Family Office sold out of Pacer Swan SOS Moderate October ETF (PSMO) in Q1 2026, closing a stake of 11,972 shares — an estimated $368K sold.

Allie Family Office first reported a position in PSMO in Q4 2025 and held it in 1 quarter. The position peaked at $368K in Q4 2025. 15 funds tracked by Wall St. Rank hold PSMO as of Q1 2026.

  • Allie Family Office reported no remaining Pacer Swan SOS Moderate October ETF position as of Q1 2026 after selling out during the quarter.
  • Allie Family Office sold 11,972 Pacer Swan SOS Moderate October ETF shares in Q1 2026, an estimated $368K.
  • Allie Family Office first reported a position in Pacer Swan SOS Moderate October ETF in Q4 2025 and held it in 1 quarter.
  • Allie Family Office's Pacer Swan SOS Moderate October ETF position peaked at $368K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate October ETF as of Q1 2026.

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