Commonwealth Equity Services’s Pacer Swan SOS Moderate January ETF PSMD Stock Holding History

Commonwealth Equity Services’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	$424K	Buy	13,300 +5,524	+71%	+$179K	﹤0.01%	3362
2025 Q4	$252K	Sell	7,776 -4,627	-37%	-$148K	﹤0.01%	3795
2025 Q3	$392K	Sell	12,403 -16,932	-58%	-$526K	﹤0.01%	3385
2025 Q2	$893K	Buy	29,335 +515	+2%	+$15K	﹤0.01%	2668
2025 Q1	$826K	Buy	28,820 +15,738	+120%	+$461K	﹤0.01%	2623
2024 Q4	$381K	Sell	13,082 -5,712	-30%	-$165K	﹤0.01%	3200
2024 Q3	$537K	Sell	18,794 -887	-5%	-$24.9K	﹤0.01%	2838
2024 Q2	$548K	Sell	19,681 -60,226	-75%	-$1.64M	﹤0.01%	2759
2024 Q1	$2.16M	Buy	79,907 +25,434	+47%	+$673K	﹤0.01%	1728
2023 Q4	$1.41M	Sell	54,473 -1,415	-3%	-$35.3K	﹤0.01%	1931
2023 Q3	$1.36M	Sell	55,888 -997	-2%	-$24.5K	﹤0.01%	1863
2023 Q2	$1.39M	Sell	56,885 -6,501	-10%	-$154K	﹤0.01%	1869
2023 Q1	$1.47K	Buy	+63,386	New	+$1.44M	﹤0.01%	1759

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 $153M AUM 23.67% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services's PSMD Position: Q1 2026 in Review

Commonwealth Equity Services increased its Pacer Swan SOS Moderate January ETF (PSMD) stake by 71% in Q1 2026, buying an estimated $179K and bringing the position to 13,300 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #3362.

Commonwealth Equity Services first reported a position in PSMD in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.16M in Q1 2024. 18 funds tracked by Wall St. Rank hold PSMD as of Q1 2026.

Commonwealth Equity Services held 13,300 shares of Pacer Swan SOS Moderate January ETF worth $424K as of Q1 2026.
Commonwealth Equity Services bought 5,524 Pacer Swan SOS Moderate January ETF shares in Q1 2026, an estimated $179K.
Pacer Swan SOS Moderate January ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3362 holding.
Commonwealth Equity Services first reported a position in Pacer Swan SOS Moderate January ETF in Q1 2023 and has held it in 13 quarters since.
Commonwealth Equity Services's Pacer Swan SOS Moderate January ETF position peaked at $2.16M in Q1 2024.
18 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate January ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.