Socha Financial Group
PSMO icon

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
Q3 		$262K Buy
7,805
+171
+2% +$5.65K 0.11% 12
2026
Q2 		$248K Buy
7,634
+225
+3% +$7.17K 0.1% 14
2026
Q1 		$224K Buy
7,409
+324
+5% +$10K 0.11% 14
2025
Q4 		$218K Buy
+7,085
New +$215K 0.11% 15

Other funds holding PSMO

Swan Global Investments
Swan Global Investments Durango, Colorado $3.5B AUM 15.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Sovran Advisors
Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Storen Legacy Partners
Storen Legacy Partners Zionsville, Indiana $391M AUM 13.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Socha Financial Group's PSMO Position: Q3 2026 in Review

Socha Financial Group increased its Pacer Swan SOS Moderate October ETF (PSMO) stake by 2.2% in Q3 2026, buying an estimated $5.65K and bringing the position to 7,805 shares worth $262K. The position accounts for 0.11% of the portfolio, ranked #12.

Socha Financial Group first reported a position in PSMO in Q4 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold PSMO as of Q3 2026.

  • Socha Financial Group held 7,805 shares of Pacer Swan SOS Moderate October ETF worth $262K as of Q3 2026.
  • Socha Financial Group bought 171 Pacer Swan SOS Moderate October ETF shares in Q3 2026, an estimated $5.65K.
  • Pacer Swan SOS Moderate October ETF made up 0.11% of Socha Financial Group's portfolio in Q3 2026, its #12 holding.
  • Socha Financial Group first reported a position in Pacer Swan SOS Moderate October ETF in Q4 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate October ETF as of Q3 2026.

Based on Socha Financial Group's 13F filing for Q3 2026, filed 3 Nov 2026.