Realta Investment Advisors’s Pacer Swan SOS Moderate October ETF PSMO Stock Holding History

Realta Investment Advisors’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	-300	Closed	-$8.15K	–	329
2025 Q1	$8.15K	Buy	+300	New	+$8.32K	﹤0.01%	282
2024 Q4	–	Sell	-1,300	Closed	-$35.5K	–	396
2024 Q3	$35.5K	Sell	1,300 -3,200	-71%	-$86.1K	0.02%	250
2024 Q2	$120K	Hold	4,500	–	–	0.02%	450
2024 Q1	$118K	Buy	+4,500	New	+$115K	0.02%	462
2023 Q4	–	Sell	-4,500	Closed	-$105K	–	700
2023 Q3	$105K	Hold	4,500	–	–	0.02%	455
2023 Q2	$105K	Buy	+4,500	New	+$101K	0.02%	479
2023 Q1	–	Sell	-4,500	Closed	-$94.2K	–	717
2022 Q4	$94.2K	Hold	4,500	–	–	0.02%	489
2022 Q3	$90K	Buy	+4,500	New	+$90.8K	0.02%	463

Other funds holding PSMO

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 Springfield, Massachusetts $36.1B AUM 19.68% 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

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

Realta Investment Advisors's PSMO Position: Q2 2025 in Review

Realta Investment Advisors sold out of Pacer Swan SOS Moderate October ETF (PSMO) in Q2 2025, closing a stake of 300 shares — an estimated $8.15K sold.

Realta Investment Advisors first reported a position in PSMO in Q3 2022 and held it in 8 quarters. The position peaked at $120K in Q2 2024. 10 funds tracked by Wall St. Rank hold PSMO as of Q2 2025.

Realta Investment Advisors reported no remaining Pacer Swan SOS Moderate October ETF position as of Q2 2025 after selling out during the quarter.
Realta Investment Advisors sold 300 Pacer Swan SOS Moderate October ETF shares in Q2 2025, an estimated $8.15K.
Realta Investment Advisors first reported a position in Pacer Swan SOS Moderate October ETF in Q3 2022 and held it in 8 quarters.
Realta Investment Advisors's Pacer Swan SOS Moderate October ETF position peaked at $120K in Q2 2024.
10 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate October ETF as of Q2 2025.

Based on Realta Investment Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.