Anfield Capital Management’s Pacer Swan SOS Moderate April ETF PSMR Stock Holding History

Anfield Capital Management’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	$2.62M	Sell	86,208 -5,490	-6%	-$165K	0.72%	35
2025 Q4	$2.73M	Sell	91,698 -821	-0.9%	-$24.2K	0.86%	25
2025 Q3	$2.71M	Sell	92,519 -5,724	-6%	-$165K	0.8%	25
2025 Q2	$2.79M	Sell	98,243 -2,006	-2%	-$54.9K	0.92%	26
2025 Q1	$2.72M	Sell	100,249 -22	-0%	-$617	1%	25
2024 Q4	$2.8M	Sell	100,271 -7,030	-7%	-$196K	1.02%	22
2024 Q3	$2.94M	Sell	107,301 -18,299	-15%	-$488K	1.12%	22
2024 Q2	$3.3M	Buy	+125,600	New	+$3.22M	1.6%	16
2024 Q1	–	Sell	-84,576	Closed	-$2.11M	–	362
2023 Q4	$2.11M	Sell	84,576 -2,728	-3%	-$65.1K	1.14%	19
2023 Q3	$2.03M	Sell	87,304 -3,040	-3%	-$71.6K	0.97%	29
2023 Q2	$2.12M	Buy	+90,344	New	+$2.05M	0.93%	31

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

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

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

Anfield Capital Management reduced its Pacer Swan SOS Moderate April ETF (PSMR) stake by 6% in Q1 2026, selling an estimated $165K and leaving 86,208 shares worth $2.62M. The position accounts for 0.72% of the portfolio, ranked #35.

Anfield Capital Management first reported a position in PSMR in Q2 2023 and has held it in 11 quarters since. The position peaked at $3.3M in Q2 2024. 15 funds tracked by Wall St. Rank hold PSMR as of Q1 2026.

Anfield Capital Management held 86,208 shares of Pacer Swan SOS Moderate April ETF worth $2.62M as of Q1 2026.
Anfield Capital Management sold 5,490 Pacer Swan SOS Moderate April ETF shares in Q1 2026, an estimated $165K.
Pacer Swan SOS Moderate April ETF made up 0.72% of Anfield Capital Management's portfolio in Q1 2026, its #35 holding.
Anfield Capital Management first reported a position in Pacer Swan SOS Moderate April ETF in Q2 2023 and has held it in 11 quarters since.
Anfield Capital Management's Pacer Swan SOS Moderate April ETF position peaked at $3.3M in Q2 2024.
15 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate April ETF as of Q1 2026.

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