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

Independent 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
2026 Q2	$591K	Hold	18,180	–	–	0.01%	919
2026 Q1	$549K	Hold	18,180	–	–	0.01%	885
2025 Q4	$559K	Hold	18,180	–	–	0.01%	848
2025 Q3	$548K	Hold	18,180	–	–	0.01%	814
2025 Q2	$526K	Hold	18,180	–	–	0.01%	761
2025 Q1	$494K	Hold	18,180	–	–	0.02%	713
2024 Q4	$502K	Hold	18,180	–	–	0.02%	685
2024 Q3	$494K	Hold	18,180	–	–	0.02%	656
2024 Q2	$486K	Hold	18,180	–	–	0.02%	618
2024 Q1	$475K	Hold	18,180	–	–	0.02%	598
2023 Q4	$458K	Buy	18,180 +6,000	+49%	+$146K	0.02%	576
2023 Q3	$288K	Hold	12,180	–	–	0.02%	676
2023 Q2	$284K	Hold	12,180	–	–	0.02%	661
2023 Q1	$269K	Hold	12,180	–	–	0.02%	652
2022 Q4	$255K	Buy	+12,180	New	+$253K	0.02%	615

Other funds holding PSMO

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

OMC

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

SLP

Storen Legacy Partners Zionsville, Indiana $367M AUM

Independent Financial Group's PSMO Position: Q2 2026 in Review

Independent Financial Group held its Pacer Swan SOS Moderate October ETF (PSMO) position steady in Q2 2026 at 18,180 shares worth $591K. The position accounts for 0.01% of the portfolio, ranked #919.

Independent Financial Group first reported a position in PSMO in Q4 2022 and has held it in 15 quarters since. 15 funds tracked by Wall St. Rank hold PSMO as of Q2 2026.

Independent Financial Group held 18,180 shares of Pacer Swan SOS Moderate October ETF worth $591K as of Q2 2026.
Independent Financial Group left its Pacer Swan SOS Moderate October ETF share count unchanged in Q2 2026.
Pacer Swan SOS Moderate October ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #919 holding.
Independent Financial Group first reported a position in Pacer Swan SOS Moderate October ETF in Q4 2022 and has held it in 15 quarters since.
15 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate October ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.