Rockefeller Capital Management
PSMO icon

Rockefeller Capital Management’s Pacer Swan SOS Moderate October ETF PSMO Stock Holding History

Rockefeller Capital Management’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
Q1 		– Sell
-18
Closed -$554 – 4841
2025
Q4 		$554 Hold
18
– – ﹤0.01% 4515
2025
Q3 		$543 Buy
+18
New +$532 ﹤0.01% 4265
2023
Q1 		– Sell
-18
Closed – – 3427
2022
Q4 		$0 Buy
+18
New +$374 ﹤0.01% 4142

Other funds holding PSMO

SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Pacer Advisors
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

Rockefeller Capital Management's PSMO Position: Q1 2026 in Review

Rockefeller Capital Management sold out of Pacer Swan SOS Moderate October ETF (PSMO) in Q1 2026, closing a stake of 18 shares — an estimated $554 sold.

Rockefeller Capital Management first reported a position in PSMO in Q4 2022 and held it in 3 quarters. The position peaked at $554 in Q4 2025. 15 funds tracked by Wall St. Rank hold PSMO as of Q1 2026.

  • Rockefeller Capital Management reported no remaining Pacer Swan SOS Moderate October ETF position as of Q1 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 18 Pacer Swan SOS Moderate October ETF shares in Q1 2026, an estimated $554.
  • Rockefeller Capital Management first reported a position in Pacer Swan SOS Moderate October ETF in Q4 2022 and held it in 3 quarters.
  • Rockefeller Capital Management's Pacer Swan SOS Moderate October ETF position peaked at $554 in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate October ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.