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Blue Bell Private Wealth Management’s Pacer Swan SOS Flex October ETF PSFO Stock Holding History

Blue Bell Private Wealth Management’s Portfolio PSFO Stock Details PSFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$128K Hold
3,691
– – 0.02% 328
2026
Q1 		$117K Hold
3,691
– – 0.02% 323
2025
Q4 		$120K Sell
3,691
-100
-3% -$3.2K 0.02% 311
2025
Q3 		$120K Sell
3,791
-38
-1% -$1.18K 0.02% 306
2025
Q2 		$115K Sell
3,829
-71
-2% -$2.03K 0.02% 299
2025
Q1 		$110K Hold
3,900
– – 0.02% 283
2024
Q4 		$112K Hold
3,900
– – 0.02% 264
2024
Q3 		$110K Hold
3,900
– – 0.02% 266
2024
Q2 		$108K Hold
3,900
– – 0.02% 266
2024
Q1 		$105K Sell
3,900
-100
-3% -$2.65K 0.02% 256
2023
Q4 		$104K Hold
4,000
– – 0.02% 237
2023
Q3 		$96.3K Hold
4,000
– – 0.03% 204
2023
Q2 		$98.1K Hold
4,000
– – 0.03% 196
2023
Q1 		$91.6K Hold
4,000
– – 0.03% 182
2022
Q4 		$86.3K Buy
+4,000
New +$85.5K 0.03% 176

Other funds holding PSFO

GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
FNWA
Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $218M AUM

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

Blue Bell Private Wealth Management held its Pacer Swan SOS Flex October ETF (PSFO) position steady in Q2 2026 at 3,691 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #328.

Blue Bell Private Wealth Management first reported a position in PSFO in Q4 2022 and has held it in 15 quarters since. 5 funds tracked by Wall St. Rank hold PSFO as of Q2 2026.

  • Blue Bell Private Wealth Management held 3,691 shares of Pacer Swan SOS Flex October ETF worth $128K as of Q2 2026.
  • Blue Bell Private Wealth Management left its Pacer Swan SOS Flex October ETF share count unchanged in Q2 2026.
  • Pacer Swan SOS Flex October ETF made up 0.02% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #328 holding.
  • Blue Bell Private Wealth Management first reported a position in Pacer Swan SOS Flex October ETF in Q4 2022 and has held it in 15 quarters since.
  • 5 funds tracked by Wall St. Rank held Pacer Swan SOS Flex October ETF as of Q2 2026.

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