SLP
PSMR icon

Storen Legacy Partners’s Pacer Swan SOS Moderate April ETF PSMR Stock Holding History

Storen Legacy Partners’s Portfolio PSMR Stock Details PSMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.39M Sell
43,215
-612
-1% -$19.4K 0.38% 49
2026
Q1 		$1.33M Sell
43,827
-368
-0.8% -$11K 0.42% 48
2025
Q4 		$1.32M Buy
+44,195
New +$1.3M 0.41% 23

Other funds holding PSMR

SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

Storen Legacy Partners's PSMR Position: Q2 2026 in Review

Storen Legacy Partners reduced its Pacer Swan SOS Moderate April ETF (PSMR) stake by 1.4% in Q2 2026, selling an estimated $19.4K and leaving 43,215 shares worth $1.39M. The position accounts for 0.38% of the portfolio, ranked #49.

Storen Legacy Partners first reported a position in PSMR in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold PSMR as of Q2 2026.

  • Storen Legacy Partners held 43,215 shares of Pacer Swan SOS Moderate April ETF worth $1.39M as of Q2 2026.
  • Storen Legacy Partners sold 612 Pacer Swan SOS Moderate April ETF shares in Q2 2026, an estimated $19.4K.
  • Pacer Swan SOS Moderate April ETF made up 0.38% of Storen Legacy Partners's portfolio in Q2 2026, its #49 holding.
  • Storen Legacy Partners first reported a position in Pacer Swan SOS Moderate April ETF in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate April ETF as of Q2 2026.

Based on Storen Legacy Partners's 13F filing for Q2 2026, filed 17 Jul 2026.