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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
Q2 		$16.1K Buy
500
+400
+400% +$12.7K ﹤0.01% 542
2026
Q1 		$3.04K Buy
+100
New +$3K ﹤0.01% 636

Other funds holding PSMR

SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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

Blue Bell Private Wealth Management increased its Pacer Swan SOS Moderate April ETF (PSMR) stake by 400% in Q2 2026, buying an estimated $12.7K and bringing the position to 500 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Blue Bell Private Wealth Management first reported a position in PSMR in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold PSMR as of Q2 2026.

  • Blue Bell Private Wealth Management held 500 shares of Pacer Swan SOS Moderate April ETF worth $16.1K as of Q2 2026.
  • Blue Bell Private Wealth Management bought 400 Pacer Swan SOS Moderate April ETF shares in Q2 2026, an estimated $12.7K.
  • Pacer Swan SOS Moderate April ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #542 holding.
  • Blue Bell Private Wealth Management first reported a position in Pacer Swan SOS Moderate April ETF in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate April ETF as of Q2 2026.

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