Cornerstone Wealth Group’s Pacer Swan SOS Moderate April ETF PSMR Stock Holding History

Cornerstone Wealth Group’s Portfolio PSMR Stock Details PSMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$517K	Sell	16,459 -8,870	-35%	-$266K	0.03%	228
2025 Q4	$755K	Hold	25,329	–	–	0.05%	174
2025 Q3	$741K	Hold	25,329	–	–	0.05%	166
2025 Q2	$720K	Hold	25,329	–	–	0.05%	155
2025 Q1	$687K	Hold	25,329	–	–	0.06%	156
2024 Q4	$707K	Hold	25,329	–	–	0.06%	147
2024 Q3	$694K	Sell	25,329 -38	-0.1%	-$1.01K	0.06%	145
2024 Q2	$667K	Hold	25,367	–	–	0.06%	146
2024 Q1	$646K	Buy	+25,367	New	+$639K	0.06%	145

Other funds holding PSMR

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SLP

Storen Legacy Partners Zionsville, Indiana $367M AUM

LPL Financial San Diego, California $377B AUM 19.32% 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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

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

Cornerstone Wealth Group reduced its Pacer Swan SOS Moderate April ETF (PSMR) stake by 35% in Q1 2026, selling an estimated $266K and leaving 16,459 shares worth $517K. The position accounts for 0.03% of the portfolio, ranked #228.

Cornerstone Wealth Group first reported a position in PSMR in Q1 2024 and has held it in 9 quarters since. The position peaked at $755K in Q4 2025. 15 funds tracked by Wall St. Rank hold PSMR as of Q1 2026.

Cornerstone Wealth Group held 16,459 shares of Pacer Swan SOS Moderate April ETF worth $517K as of Q1 2026.
Cornerstone Wealth Group sold 8,870 Pacer Swan SOS Moderate April ETF shares in Q1 2026, an estimated $266K.
Pacer Swan SOS Moderate April ETF made up 0.03% of Cornerstone Wealth Group's portfolio in Q1 2026, its #228 holding.
Cornerstone Wealth Group first reported a position in Pacer Swan SOS Moderate April ETF in Q1 2024 and has held it in 9 quarters since.
Cornerstone Wealth Group's Pacer Swan SOS Moderate April ETF position peaked at $755K in Q4 2025.
15 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate April ETF as of Q1 2026.

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