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
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 $35.6B AUM 18.19% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BTWM
Brass Tax Wealth Management Cincinnati, Ohio $602M AUM 12.59% 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
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial's PSMO Position: Q2 2025 in Review

LPL Financial sold out of Pacer Swan SOS Moderate October ETF (PSMO) in Q2 2025, closing a stake of 7,501 shares — an estimated $204K sold.

LPL Financial first reported a position in PSMO in Q3 2024 and held it in 3 quarters. The position peaked at $229K in Q3 2024. 10 funds tracked by Wall St. Rank hold PSMO as of Q2 2025.

  • LPL Financial reported no remaining Pacer Swan SOS Moderate October ETF position as of Q2 2025 after selling out during the quarter.
  • LPL Financial sold 7,501 Pacer Swan SOS Moderate October ETF shares in Q2 2025, an estimated $204K.
  • LPL Financial first reported a position in Pacer Swan SOS Moderate October ETF in Q3 2024 and held it in 3 quarters.
  • LPL Financial's Pacer Swan SOS Moderate October ETF position peaked at $229K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate October ETF as of Q2 2025.

Based on LPL Financial's 13F filing for Q2 2025, filed 12 Aug 2025.