Kestra Advisory Services’s Pacer Swan SOS Moderate October ETF PSMO Stock Holding History

Kestra Advisory Services’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 Q1	$216K	Hold	7,142	–	–	﹤0.01%	2892
2025 Q4	$220K	Hold	7,142	–	–	﹤0.01%	2809
2025 Q3	$215K	Hold	7,142	–	–	﹤0.01%	2695
2025 Q2	$206K	Buy	+7,142	New	+$197K	﹤0.01%	2640

Other funds holding PSMO

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

Kestra Advisory Services's PSMO Position: Q1 2026 in Review

Kestra Advisory Services held its Pacer Swan SOS Moderate October ETF (PSMO) position steady in Q1 2026 at 7,142 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #2892.

Kestra Advisory Services first reported a position in PSMO in Q2 2025 and has held it in 4 quarters since. The position peaked at $220K in Q4 2025. 15 funds tracked by Wall St. Rank hold PSMO as of Q1 2026.

Kestra Advisory Services held 7,142 shares of Pacer Swan SOS Moderate October ETF worth $216K as of Q1 2026.
Kestra Advisory Services left its Pacer Swan SOS Moderate October ETF share count unchanged in Q1 2026.
Pacer Swan SOS Moderate October ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2892 holding.
Kestra Advisory Services first reported a position in Pacer Swan SOS Moderate October ETF in Q2 2025 and has held it in 4 quarters since.
Kestra Advisory Services's Pacer Swan SOS Moderate October ETF position peaked at $220K in Q4 2025.
15 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate October ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.