Anfield Capital Management’s Pacer Swan SOS Moderate October ETF PSMO Stock Holding History

Anfield Capital Management’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	$3M	Sell	99,422 -1,408	-1%	-$43.3K	0.83%	26
2025 Q4	$3.1M	Buy	100,830 +84,268	+509%	+$2.56M	0.98%	21
2025 Q3	$499K	Buy	16,562 +1,021	+7%	+$30.2K	0.15%	62
2025 Q2	$449K	Hold	15,541	–	–	0.15%	58
2025 Q1	$422K	Hold	15,541	–	–	0.16%	55
2024 Q4	$429K	Buy	15,541 +11,049	+246%	+$304K	0.16%	50
2024 Q3	$122K	Buy	4,492 +211	+5%	+$5.68K	0.05%	88
2024 Q2	$114K	Buy	+4,281	New	+$113K	0.06%	78

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

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

SLP

Storen Legacy Partners Zionsville, Indiana $367M AUM

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

Anfield Capital Management reduced its Pacer Swan SOS Moderate October ETF (PSMO) stake by 1.4% in Q1 2026, selling an estimated $43.3K and leaving 99,422 shares worth $3M. The position accounts for 0.83% of the portfolio, ranked #26.

Anfield Capital Management first reported a position in PSMO in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.1M in Q4 2025. 15 funds tracked by Wall St. Rank hold PSMO as of Q1 2026.

Anfield Capital Management held 99,422 shares of Pacer Swan SOS Moderate October ETF worth $3M as of Q1 2026.
Anfield Capital Management sold 1,408 Pacer Swan SOS Moderate October ETF shares in Q1 2026, an estimated $43.3K.
Pacer Swan SOS Moderate October ETF made up 0.83% of Anfield Capital Management's portfolio in Q1 2026, its #26 holding.
Anfield Capital Management first reported a position in Pacer Swan SOS Moderate October ETF in Q2 2024 and has held it in 8 quarters since.
Anfield Capital Management's Pacer Swan SOS Moderate October ETF position peaked at $3.1M in Q4 2025.
15 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate October ETF as of Q1 2026.

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