LPL Financial
PSMO icon

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

LPL Financial’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 		$312K Buy
+9,602
New +$306K ﹤0.01% 5419
2025
Q2 		– Sell
-7,501
Closed -$204K – 5662
2025
Q1 		$204K Hold
7,501
– – ﹤0.01% 4857
2024
Q4 		$207K Sell
7,501
-938
-11% -$25.8K ﹤0.01% 4794
2024
Q3 		$229K Buy
+8,439
New +$227K ﹤0.01% 4633

Other funds holding PSMO

Pacer Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
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
SA
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
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LPL Financial's PSMO Position: Q2 2026 in Review

LPL Financial opened a new position in Pacer Swan SOS Moderate October ETF (PSMO) in Q2 2026: 9,602 shares worth $312K. The stake represents ﹤0.01% of the portfolio and ranks #5419 among its holdings. This is a return to the name: LPL Financial previously reported a position in PSMO as recently as Q1 2025.

LPL Financial first reported a position in PSMO in Q3 2024 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold PSMO as of Q2 2026.

  • LPL Financial held 9,602 shares of Pacer Swan SOS Moderate October ETF worth $312K as of Q2 2026.
  • Pacer Swan SOS Moderate October ETF was a new LPL Financial position in Q2 2026.
  • Pacer Swan SOS Moderate October ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5419 holding.
  • LPL Financial first reported a position in Pacer Swan SOS Moderate October ETF in Q3 2024 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate October ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.