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 Q2	–	Sell	-7,142	Closed	-$216K	–	3348
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

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 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 40.89% 1-Year Est. Return

Kestra Advisory Services's PSMO Position: Q2 2026 in Review

Kestra Advisory Services sold out of Pacer Swan SOS Moderate October ETF (PSMO) in Q2 2026, closing a stake of 7,142 shares — an estimated $216K sold.

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

Kestra Advisory Services reported no remaining Pacer Swan SOS Moderate October ETF position as of Q2 2026 after selling out during the quarter.
Kestra Advisory Services sold 7,142 Pacer Swan SOS Moderate October ETF shares in Q2 2026, an estimated $216K.
Kestra Advisory Services first reported a position in Pacer Swan SOS Moderate October ETF in Q2 2025 and held it in 4 quarters.
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 Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.