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Blue Bell Private Wealth Management’s Pacer Swan SOS Moderate April ETF PSMR Stock Holding History

Blue Bell Private Wealth Management’s Portfolio PSMR Stock Details PSMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.04K Buy
+100
New +$3K ﹤0.01% 636

Other funds holding PSMR

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

Blue Bell Private Wealth Management opened a new position in Pacer Swan SOS Moderate April ETF (PSMR) in Q1 2026: 100 shares worth $3.04K. The stake represents ﹤0.01% of the portfolio and ranks #636 among its holdings.

15 funds tracked by Wall St. Rank hold PSMR as of Q1 2026.

  • Blue Bell Private Wealth Management held 100 shares of Pacer Swan SOS Moderate April ETF worth $3.04K as of Q1 2026.
  • Pacer Swan SOS Moderate April ETF was a new Blue Bell Private Wealth Management position in Q1 2026.
  • Pacer Swan SOS Moderate April ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #636 holding.
  • 15 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate April ETF as of Q1 2026.

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