Blue Bell Private Wealth Management’s Pacer Swan SOS Moderate January ETF PSMD Stock Holding History

Blue Bell Private Wealth 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	$37.3K	Sell	1,170 -62	-5%	-$2.01K	0.01%	441
2025 Q4	$40K	Hold	1,232	–	–	0.01%	430
2025 Q3	$39K	Hold	1,232	–	–	0.01%	423
2025 Q2	$37.5K	Sell	1,232 -41	-3%	-$1.19K	0.01%	412
2025 Q1	$36.5K	Sell	1,273 -21	-2%	-$615	0.01%	409
2024 Q4	$37.7K	Sell	1,294 -117	-8%	-$3.38K	0.01%	392
2024 Q3	$40.3K	Hold	1,411	–	–	0.01%	393
2024 Q2	$39.3K	Sell	1,411 -41	-3%	-$1.12K	0.01%	381
2024 Q1	$39.3K	Sell	1,452 -48	-3%	-$1.27K	0.01%	381
2023 Q4	$38.7K	Hold	1,500	–	–	0.01%	357
2023 Q3	$36.4K	Hold	1,500	–	–	0.01%	293
2023 Q2	$36.7K	Hold	1,500	–	–	0.01%	291
2023 Q1	$34.7K	Buy	+1,500	New	+$34.1K	0.01%	261

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

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 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

Blue Bell Private Wealth Management's PSMD Position: Q1 2026 in Review

Blue Bell Private Wealth Management reduced its Pacer Swan SOS Moderate January ETF (PSMD) stake by 5% in Q1 2026, selling an estimated $2.01K and leaving 1,170 shares worth $37.3K. The position accounts for 0.01% of the portfolio, ranked #441.

Blue Bell Private Wealth Management first reported a position in PSMD in Q1 2023 and has held it in 13 quarters since. The position peaked at $40.3K in Q3 2024. 18 funds tracked by Wall St. Rank hold PSMD as of Q1 2026.

Blue Bell Private Wealth Management held 1,170 shares of Pacer Swan SOS Moderate January ETF worth $37.3K as of Q1 2026.
Blue Bell Private Wealth Management sold 62 Pacer Swan SOS Moderate January ETF shares in Q1 2026, an estimated $2.01K.
Pacer Swan SOS Moderate January ETF made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #441 holding.
Blue Bell Private Wealth Management first reported a position in Pacer Swan SOS Moderate January ETF in Q1 2023 and has held it in 13 quarters since.
Blue Bell Private Wealth Management's Pacer Swan SOS Moderate January ETF position peaked at $40.3K in Q3 2024.
18 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate January ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.