SWM
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Spire Wealth Management’s Pacer Swan SOS Moderate October ETF PSMO Stock Holding History

Spire Wealth 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
2023
Q3 		– Sell
-1,400
Closed -$32.6K – 2445
2023
Q2 		$32.6K Hold
1,400
– – ﹤0.01% 1381
2023
Q1 		$30.9K Buy
1,400
+900
+180% +$19.4K ﹤0.01% 1422
2022
Q4 		$10K Buy
+500
New +$10.4K ﹤0.01% 1618

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

Spire Wealth Management's PSMO Position: Q3 2023 in Review

Spire Wealth Management sold out of Pacer Swan SOS Moderate October ETF (PSMO) in Q3 2023, closing a stake of 1,400 shares — an estimated $32.6K sold.

Spire Wealth Management first reported a position in PSMO in Q4 2022 and held it in 3 quarters. The position peaked at $32.6K in Q2 2023. 10 funds tracked by Wall St. Rank hold PSMO as of Q3 2023.

  • Spire Wealth Management reported no remaining Pacer Swan SOS Moderate October ETF position as of Q3 2023 after selling out during the quarter.
  • Spire Wealth Management sold 1,400 Pacer Swan SOS Moderate October ETF shares in Q3 2023, an estimated $32.6K.
  • Spire Wealth Management first reported a position in Pacer Swan SOS Moderate October ETF in Q4 2022 and held it in 3 quarters.
  • Spire Wealth Management's Pacer Swan SOS Moderate October ETF position peaked at $32.6K in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate October ETF as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.