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Copley Financial Group’s Pacer Swan SOS Moderate October ETF PSMO Stock Holding History

Copley Financial Group’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
2025
Q1 		– Sell
-1,424
Closed -$39.3K – 110
2024
Q4 		$39.3K Sell
1,424
-55
-4% -$1.51K 0.03% 97
2024
Q3 		$40.2K Buy
+1,479
New +$39.8K 0.04% 111

Other funds holding PSMO

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BTWM
Brass Tax Wealth Management Cincinnati, Ohio $602M AUM 12.59% 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
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Copley Financial Group's PSMO Position: Q1 2025 in Review

Copley Financial Group sold out of Pacer Swan SOS Moderate October ETF (PSMO) in Q1 2025, closing a stake of 1,424 shares — an estimated $39.3K sold.

Copley Financial Group first reported a position in PSMO in Q3 2024 and held it in 2 quarters. The position peaked at $40.2K in Q3 2024. 15 funds tracked by Wall St. Rank hold PSMO as of Q1 2025.

  • Copley Financial Group reported no remaining Pacer Swan SOS Moderate October ETF position as of Q1 2025 after selling out during the quarter.
  • Copley Financial Group sold 1,424 Pacer Swan SOS Moderate October ETF shares in Q1 2025, an estimated $39.3K.
  • Copley Financial Group first reported a position in Pacer Swan SOS Moderate October ETF in Q3 2024 and held it in 2 quarters.
  • Copley Financial Group's Pacer Swan SOS Moderate October ETF position peaked at $40.2K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate October ETF as of Q1 2025.

Based on Copley Financial Group's 13F filing for Q1 2025, filed 27 Jun 2025.