Commonwealth Equity Services
PSMO icon

Commonwealth Equity Services’s Pacer Swan SOS Moderate October ETF PSMO Stock Holding History

Commonwealth Equity Services’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 		$1.11M Sell
36,694
-6,304
-15% -$194K ﹤0.01% 2529
2025
Q4 		$1.32M Buy
42,998
+4,431
+11% +$135K ﹤0.01% 2351
2025
Q3 		$1.16M Sell
38,567
-16,123
-29% -$477K ﹤0.01% 2476
2025
Q2 		$1.58M Sell
54,690
-42
-0.1% -$1.16K ﹤0.01% 2181
2025
Q1 		$1.49M Sell
54,732
-28,350
-34% -$786K ﹤0.01% 2151
2024
Q4 		$2.29M Buy
83,082
+56,055
+207% +$1.54M ﹤0.01% 1769
2024
Q3 		$734K Sell
27,027
-1,638
-6% -$44.1K ﹤0.01% 2585
2024
Q2 		$766K Sell
28,665
-1,472
-5% -$38.7K ﹤0.01% 2486
2024
Q1 		$788K Sell
30,137
-18,822
-38% -$483K ﹤0.01% 2423
2023
Q4 		$1.24M Buy
48,959
+16,859
+53% +$409K ﹤0.01% 2020
2023
Q3 		$759K Sell
32,100
-4,332
-12% -$102K ﹤0.01% 2266
2023
Q2 		$848K Sell
36,432
-119
-0.3% -$2.68K ﹤0.01% 2223
2023
Q1 		$806 Sell
36,551
-19,003
-34% -$411K ﹤0.01% 2196
2022
Q4 		$1.16M Buy
+55,554
New +$1.15M ﹤0.01% 1875

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
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
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 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

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

Commonwealth Equity Services reduced its Pacer Swan SOS Moderate October ETF (PSMO) stake by 15% in Q1 2026, selling an estimated $194K and leaving 36,694 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #2529.

Commonwealth Equity Services first reported a position in PSMO in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.29M in Q4 2024. 15 funds tracked by Wall St. Rank hold PSMO as of Q1 2026.

  • Commonwealth Equity Services held 36,694 shares of Pacer Swan SOS Moderate October ETF worth $1.11M as of Q1 2026.
  • Commonwealth Equity Services sold 6,304 Pacer Swan SOS Moderate October ETF shares in Q1 2026, an estimated $194K.
  • Pacer Swan SOS Moderate October ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2529 holding.
  • Commonwealth Equity Services first reported a position in Pacer Swan SOS Moderate October ETF in Q4 2022 and has held it in 14 quarters since.
  • Commonwealth Equity Services's Pacer Swan SOS Moderate October ETF position peaked at $2.29M in Q4 2024.
  • 15 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate October ETF as of Q1 2026.

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