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Blue Bell Private Wealth Management’s Pacer Swan SOS Moderate October ETF PSMO Stock Holding History

Blue Bell Private Wealth Management’s Portfolio PSMO Stock Details PSMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$576K Sell
19,104
-478
-2% -$14.7K 0.08% 149
2025
Q4 		$602K Sell
19,582
-394
-2% -$12K 0.09% 141
2025
Q3 		$602K Buy
19,976
+60
+0.3% +$1.77K 0.09% 136
2025
Q2 		$576K Sell
19,916
-99
-0.5% -$2.73K 0.1% 122
2025
Q1 		$544K Sell
20,015
-110
-0.5% -$3.05K 0.1% 122
2024
Q4 		$555K Sell
20,125
-163
-0.8% -$4.49K 0.11% 116
2024
Q3 		$551K Sell
20,288
-430
-2% -$11.6K 0.11% 119
2024
Q2 		$553K Sell
20,718
-164
-0.8% -$4.32K 0.11% 108
2024
Q1 		$546K Sell
20,882
-224
-1% -$5.75K 0.12% 106
2023
Q4 		$532K Buy
21,106
+500
+2% +$12.1K 0.13% 95
2023
Q3 		$487K Hold
20,606
– – 0.13% 90
2023
Q2 		$480K Sell
20,606
-100
-0.5% -$2.25K 0.13% 89
2023
Q1 		$457K Buy
20,706
+5,219
+34% +$113K 0.14% 83
2022
Q4 		$324K Buy
15,487
+11,779
+318% +$245K 0.11% 89
2022
Q3 		$74K Sell
3,708
-92
-2% -$1.86K 0.03% 183
2022
Q2 		$74K Hold
3,800
– – 0.02% 188
2022
Q1 		$80K Hold
3,800
– – 0.02% 180
2021
Q4 		$81K Buy
+3,800
New +$79.6K 0.02% 180

Other funds holding PSMO

SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Pacer Advisors
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM

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

Blue Bell Private Wealth Management reduced its Pacer Swan SOS Moderate October ETF (PSMO) stake by 2.4% in Q1 2026, selling an estimated $14.7K and leaving 19,104 shares worth $576K. The position accounts for 0.08% of the portfolio, ranked #149.

Blue Bell Private Wealth Management first reported a position in PSMO in Q4 2021 and has held it in 18 quarters since. The position peaked at $602K in Q4 2025. 15 funds tracked by Wall St. Rank hold PSMO as of Q1 2026.

  • Blue Bell Private Wealth Management held 19,104 shares of Pacer Swan SOS Moderate October ETF worth $576K as of Q1 2026.
  • Blue Bell Private Wealth Management sold 478 Pacer Swan SOS Moderate October ETF shares in Q1 2026, an estimated $14.7K.
  • Pacer Swan SOS Moderate October ETF made up 0.08% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #149 holding.
  • Blue Bell Private Wealth Management first reported a position in Pacer Swan SOS Moderate October ETF in Q4 2021 and has held it in 18 quarters since.
  • Blue Bell Private Wealth Management's Pacer Swan SOS Moderate October ETF position peaked at $602K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate October ETF as of Q1 2026.

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