Foundations Investment Advisors’s Pacer Swan SOS Moderate April ETF PSMR Stock Holding History

Foundations Investment Advisors’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 Q2	$690K	Buy	+21,440	New	+$680K	0.01%	676

Other funds holding PSMR

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SLP

Storen Legacy Partners Zionsville, Indiana $367M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

Foundations Investment Advisors's PSMR Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in Pacer Swan SOS Moderate April ETF (PSMR) in Q2 2026: 21,440 shares worth $690K. The stake represents 0.01% of the portfolio and ranks #676 among its holdings.

14 funds tracked by Wall St. Rank hold PSMR as of Q2 2026.

Foundations Investment Advisors held 21,440 shares of Pacer Swan SOS Moderate April ETF worth $690K as of Q2 2026.
Pacer Swan SOS Moderate April ETF was a new Foundations Investment Advisors position in Q2 2026.
Pacer Swan SOS Moderate April ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #676 holding.
14 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate April ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.