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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
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

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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cornerstone Wealth Group's PSMD Position: Q1 2026 in Review

Cornerstone Wealth Group opened a new position in Pacer Swan SOS Moderate January ETF (PSMD) in Q1 2026: 6,067 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #435 among its holdings. This is a return to the name: Cornerstone Wealth Group previously reported a position in PSMD as recently as Q1 2024.

Cornerstone Wealth Group first reported a position in PSMD in Q1 2024 and has held it in 2 quarters since. The position peaked at $209K in Q1 2024. 18 funds tracked by Wall St. Rank hold PSMD as of Q1 2026.

  • Cornerstone Wealth Group held 6,067 shares of Pacer Swan SOS Moderate January ETF worth $202K as of Q1 2026.
  • Pacer Swan SOS Moderate January ETF was a new Cornerstone Wealth Group position in Q1 2026.
  • Pacer Swan SOS Moderate January ETF made up 0.01% of Cornerstone Wealth Group's portfolio in Q1 2026, its #435 holding.
  • Cornerstone Wealth Group first reported a position in Pacer Swan SOS Moderate January ETF in Q1 2024 and has held it in 2 quarters since.
  • Cornerstone Wealth Group's Pacer Swan SOS Moderate January ETF position peaked at $209K in Q1 2024.
  • 18 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate January ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.