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Blue Bell Private Wealth Management’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History

Blue Bell Private Wealth Management’s Portfolio PSMJ Stock Details PSMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$370K Sell
11,629
-11
-0.1% -$355 0.05% 202
2025
Q4 		$375K Sell
11,640
-1,183
-9% -$37.6K 0.06% 189
2025
Q3 		$405K Buy
12,823
+1,745
+16% +$53.9K 0.06% 171
2025
Q2 		$336K Sell
11,078
-64
-0.6% -$1.81K 0.06% 177
2025
Q1 		$310K Sell
11,142
-3
-0% -$86 0.06% 174
2024
Q4 		$317K Sell
11,145
-7
-0.1% -$198 0.06% 168
2024
Q3 		$311K Sell
11,152
-12
-0.1% -$327 0.06% 168
2024
Q2 		$300K Sell
11,164
-330
-3% -$8.72K 0.06% 156
2024
Q1 		$301K Sell
11,494
-498
-4% -$12.7K 0.06% 153
2023
Q4 		$299K Sell
11,992
-78
-0.6% -$1.86K 0.07% 133
2023
Q3 		$280K Buy
12,070
+5,472
+83% +$130K 0.08% 122
2023
Q2 		$156K Hold
6,598
– – 0.04% 156
2023
Q1 		$144K Hold
6,598
– – 0.04% 143
2022
Q4 		$137K Buy
6,598
+300
+5% +$6.2K 0.05% 137
2022
Q3 		$125K Buy
+6,298
New +$131K 0.04% 140

Other funds holding PSMJ

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 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

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

Blue Bell Private Wealth Management reduced its Pacer Swan SOS Moderate July ETF (PSMJ) stake by 0.09% in Q1 2026, selling an estimated $355 and leaving 11,629 shares worth $370K. The position accounts for 0.05% of the portfolio, ranked #202.

Blue Bell Private Wealth Management first reported a position in PSMJ in Q3 2022 and has held it in 15 quarters since. The position peaked at $405K in Q3 2025. 24 funds tracked by Wall St. Rank hold PSMJ as of Q1 2026.

  • Blue Bell Private Wealth Management held 11,629 shares of Pacer Swan SOS Moderate July ETF worth $370K as of Q1 2026.
  • Blue Bell Private Wealth Management sold 11 Pacer Swan SOS Moderate July ETF shares in Q1 2026, an estimated $355.
  • Pacer Swan SOS Moderate July ETF made up 0.05% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #202 holding.
  • Blue Bell Private Wealth Management first reported a position in Pacer Swan SOS Moderate July ETF in Q3 2022 and has held it in 15 quarters since.
  • Blue Bell Private Wealth Management's Pacer Swan SOS Moderate July ETF position peaked at $405K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q1 2026.

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