Anfield Capital Management’s Pacer Swan SOS Moderate January ETF PSMD Stock Holding History

Anfield Capital Management’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	$2.48M	Buy	77,774 +33,846	+77%	+$1.1M	0.68%	38
2025 Q4	$1.43M	Sell	43,928 -1,040	-2%	-$33.3K	0.45%	52
2025 Q3	$1.42M	Sell	44,968 -4,409	-9%	-$137K	0.42%	51
2025 Q2	$1.5M	Sell	49,377 -6,073	-11%	-$176K	0.5%	35
2025 Q1	$1.59M	Sell	55,450 -994	-2%	-$29.1K	0.59%	29
2024 Q4	$1.64M	Sell	56,444 -1,129	-2%	-$32.6K	0.6%	31
2024 Q3	$1.64M	Sell	57,573 -7,075	-11%	-$199K	0.63%	29
2024 Q2	$1.8M	Buy	+64,648	New	+$1.76M	0.87%	21
2024 Q1	–	Sell	-29,259	Closed	-$756K	–	361
2023 Q4	$756K	Sell	29,259 -731	-2%	-$18.2K	0.41%	53
2023 Q3	$728K	Sell	29,990 -2,850	-9%	-$70.1K	0.35%	51
2023 Q2	$803K	Sell	32,840 -900	-3%	-$21.3K	0.35%	52
2023 Q1	$782K	Buy	+33,740	New	+$766K	0.36%	46

Other funds holding PSMD

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

OMC

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

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

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

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

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

Anfield Capital Management's PSMD Position: Q1 2026 in Review

Anfield Capital Management increased its Pacer Swan SOS Moderate January ETF (PSMD) stake by 77% in Q1 2026, buying an estimated $1.1M and bringing the position to 77,774 shares worth $2.48M. The position accounts for 0.68% of the portfolio, ranked #38.

Anfield Capital Management first reported a position in PSMD in Q1 2023 and has held it in 12 quarters since. 18 funds tracked by Wall St. Rank hold PSMD as of Q1 2026.

Anfield Capital Management held 77,774 shares of Pacer Swan SOS Moderate January ETF worth $2.48M as of Q1 2026.
Anfield Capital Management bought 33,846 Pacer Swan SOS Moderate January ETF shares in Q1 2026, an estimated $1.1M.
Pacer Swan SOS Moderate January ETF made up 0.68% of Anfield Capital Management's portfolio in Q1 2026, its #38 holding.
Anfield Capital Management first reported a position in Pacer Swan SOS Moderate January ETF in Q1 2023 and has held it in 12 quarters since.
18 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate January ETF as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.