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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
Q2 		$540K Buy
16,544
+166
+1% +$5.29K 0.04% 366
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

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM

Sovran Advisors's PSMO Position: Q2 2026 in Review

Sovran Advisors increased its Pacer Swan SOS Moderate October ETF (PSMO) stake by 1% in Q2 2026, buying an estimated $5.29K and bringing the position to 16,544 shares worth $540K. The position accounts for 0.04% of the portfolio, ranked #366.

Sovran Advisors first reported a position in PSMO in Q3 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold PSMO as of Q2 2026.

  • Sovran Advisors held 16,544 shares of Pacer Swan SOS Moderate October ETF worth $540K as of Q2 2026.
  • Sovran Advisors bought 166 Pacer Swan SOS Moderate October ETF shares in Q2 2026, an estimated $5.29K.
  • Pacer Swan SOS Moderate October ETF made up 0.04% of Sovran Advisors's portfolio in Q2 2026, its #366 holding.
  • Sovran Advisors first reported a position in Pacer Swan SOS Moderate October ETF in Q3 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate October ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.