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

Sovran 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
2026
Q1 		$521K Hold
16,378
– – 0.04% 357
2025
Q4 		$507K Buy
16,378
+1,665
+11% +$50.6K 0.04% 340
2025
Q3 		$448K Buy
+14,713
New +$435K 0.04% 358

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
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM

Sovran Advisors's PSMO Position: Q1 2026 in Review

Sovran Advisors held its Pacer Swan SOS Moderate October ETF (PSMO) position steady in Q1 2026 at 16,378 shares worth $521K. The position accounts for 0.04% of the portfolio, ranked #357.

Sovran Advisors first reported a position in PSMO in Q3 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold PSMO as of Q1 2026.

  • Sovran Advisors held 16,378 shares of Pacer Swan SOS Moderate October ETF worth $521K as of Q1 2026.
  • Sovran Advisors left its Pacer Swan SOS Moderate October ETF share count unchanged in Q1 2026.
  • Pacer Swan SOS Moderate October ETF made up 0.04% of Sovran Advisors's portfolio in Q1 2026, its #357 holding.
  • Sovran Advisors first reported a position in Pacer Swan SOS Moderate October ETF in Q3 2025 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate October ETF as of Q1 2026.

Based on Sovran Advisors's 13F filing for Q1 2026, filed 1 May 2026.