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

Socha Financial Group’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 		$224K Buy
7,409
+324
+5% +$9.97K 0.11% 14
2025
Q4 		$218K Buy
+7,085
New +$215K 0.11% 15

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

Socha Financial Group's PSMO Position: Q1 2026 in Review

Socha Financial Group increased its Pacer Swan SOS Moderate October ETF (PSMO) stake by 4.6% in Q1 2026, buying an estimated $9.97K and bringing the position to 7,409 shares worth $224K. The position accounts for 0.11% of the portfolio, ranked #14.

Socha Financial Group first reported a position in PSMO in Q4 2025 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold PSMO as of Q1 2026.

  • Socha Financial Group held 7,409 shares of Pacer Swan SOS Moderate October ETF worth $224K as of Q1 2026.
  • Socha Financial Group bought 324 Pacer Swan SOS Moderate October ETF shares in Q1 2026, an estimated $9.97K.
  • Pacer Swan SOS Moderate October ETF made up 0.11% of Socha Financial Group's portfolio in Q1 2026, its #14 holding.
  • Socha Financial Group first reported a position in Pacer Swan SOS Moderate October ETF in Q4 2025 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate October ETF as of Q1 2026.

Based on Socha Financial Group's 13F filing for Q1 2026, filed 30 Apr 2026.