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Cornerstone Wealth Group’s Pacer Swan SOS Moderate January ETF PSMD Stock Holding History

Cornerstone Wealth Group’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
Q2 		$208K Hold
6,067
– – 0.01% 483
2026
Q1 		$202K Buy
+6,067
New +$197K 0.01% 435
2024
Q2 		– Sell
-7,724
Closed -$209K – 261
2024
Q1 		$209K Buy
+7,724
New +$204K 0.02% 231

Other funds holding PSMD

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $168M AUM 24.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AFO
Allie Family Office Miami, Florida $269M AUM 20.18% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cornerstone Wealth Group's PSMD Position: Q2 2026 in Review

Cornerstone Wealth Group held its Pacer Swan SOS Moderate January ETF (PSMD) position steady in Q2 2026 at 6,067 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #483.

Cornerstone Wealth Group first reported a position in PSMD in Q1 2024 and has held it in 3 quarters since. The position peaked at $209K in Q1 2024. 16 funds tracked by Wall St. Rank hold PSMD as of Q2 2026.

  • Cornerstone Wealth Group held 6,067 shares of Pacer Swan SOS Moderate January ETF worth $208K as of Q2 2026.
  • Cornerstone Wealth Group left its Pacer Swan SOS Moderate January ETF share count unchanged in Q2 2026.
  • Pacer Swan SOS Moderate January ETF made up 0.01% of Cornerstone Wealth Group's portfolio in Q2 2026, its #483 holding.
  • Cornerstone Wealth Group first reported a position in Pacer Swan SOS Moderate January ETF in Q1 2024 and has held it in 3 quarters since.
  • Cornerstone Wealth Group's Pacer Swan SOS Moderate January ETF position peaked at $209K in Q1 2024.
  • 16 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate January ETF as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.