Kestra Advisory Services’s Pacer Swan SOS Moderate April ETF PSMR Stock Holding History

Kestra Advisory Services’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	–	Sell	-3,671	Closed	-$109K	–	4102
2025 Q4	$109K	Buy	+3,671	New	+$108K	﹤0.01%	3356
2025 Q3	–	Sell	-310,896	Closed	-$8.84M	–	2999
2025 Q2	$8.84M	Sell	310,896 -99,579	-24%	-$2.72M	0.04%	419
2025 Q1	$11.1M	Buy	+410,475	New	+$11.5M	0.05%	321

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

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 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

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

Kestra Advisory Services sold out of Pacer Swan SOS Moderate April ETF (PSMR) in Q1 2026, closing a stake of 3,671 shares — an estimated $109K sold.

Kestra Advisory Services first reported a position in PSMR in Q1 2025 and held it in 3 quarters. The position peaked at $11.1M in Q1 2025. 15 funds tracked by Wall St. Rank hold PSMR as of Q1 2026.

Kestra Advisory Services reported no remaining Pacer Swan SOS Moderate April ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 3,671 Pacer Swan SOS Moderate April ETF shares in Q1 2026, an estimated $109K.
Kestra Advisory Services first reported a position in Pacer Swan SOS Moderate April ETF in Q1 2025 and held it in 3 quarters.
Kestra Advisory Services's Pacer Swan SOS Moderate April ETF position peaked at $11.1M in Q1 2025.
15 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate April ETF as of Q1 2026.

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