Blue Bell Private Wealth Management’s Pacer Swan SOS Conservative April ETF PSCW Stock Holding History

Blue Bell Private Wealth Management’s Portfolio PSCW Stock Details PSCW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6K	Hold	200	–	–	﹤0.01%	608
2026 Q1	$5.68K	Buy	+200	New	+$5.62K	﹤0.01%	608

Other funds holding PSCW

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Blue Bell Private Wealth Management's PSCW Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Pacer Swan SOS Conservative April ETF (PSCW) position steady in Q2 2026 at 200 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Blue Bell Private Wealth Management first reported a position in PSCW in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold PSCW as of Q2 2026.

Blue Bell Private Wealth Management held 200 shares of Pacer Swan SOS Conservative April ETF worth $6K as of Q2 2026.
Blue Bell Private Wealth Management left its Pacer Swan SOS Conservative April ETF share count unchanged in Q2 2026.
Pacer Swan SOS Conservative April ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #608 holding.
Blue Bell Private Wealth Management first reported a position in Pacer Swan SOS Conservative April ETF in Q1 2026 and has held it in 2 quarters since.
9 funds tracked by Wall St. Rank held Pacer Swan SOS Conservative April ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.