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Swan Global Investments’s Pacer Swan SOS Moderate October ETF PSMO Stock Holding History

Swan Global Investments’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 		$81M Sell
2,684,376
-116,057
-4% -$3.57M 2.7% 4
2025
Q4 		$86.1M Buy
2,800,433
+713,367
+34% +$21.7M 2.55% 5
2025
Q3 		$62.9M Sell
2,087,066
-15,864
-0.8% -$469K 1.76% 8
2025
Q2 		$60.8M Sell
2,102,930
-186,463
-8% -$5.14M 1.7% 9
2025
Q1 		$62.2M Buy
2,289,393
+109,031
+5% +$3.02M 1.84% 6
2024
Q4 		$60.2M Buy
2,180,362
+950,778
+77% +$26.2M 1.75% 8
2024
Q3 		$33.4M Sell
1,229,584
-67,725
-5% -$1.82M 1.02% 17
2024
Q2 		$34.7M Sell
1,297,309
-49,546
-4% -$1.3M 1.06% 17
2024
Q1 		$35.2M Buy
1,346,855
+109,896
+9% +$2.82M 1.1% 14
2023
Q4 		$31.2M Buy
1,236,959
+166,199
+16% +$4.03M 1.01% 15
2023
Q3 		$25.3M Buy
+1,070,760
New +$25.2M 0.81% 19

Other funds holding PSMO

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 $79.5B AUM 27.1% 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
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM

Swan Global Investments's PSMO Position: Q1 2026 in Review

Swan Global Investments reduced its Pacer Swan SOS Moderate October ETF (PSMO) stake by 4.1% in Q1 2026, selling an estimated $3.57M and leaving 2,684,376 shares worth $81M. The position accounts for 2.7% of the portfolio, ranked #4.

Swan Global Investments first reported a position in PSMO in Q3 2023 and has held it in 11 quarters since. The position peaked at $86.1M in Q4 2025. 15 funds tracked by Wall St. Rank hold PSMO as of Q1 2026.

  • Swan Global Investments held 2,684,376 shares of Pacer Swan SOS Moderate October ETF worth $81M as of Q1 2026.
  • Swan Global Investments sold 116,057 Pacer Swan SOS Moderate October ETF shares in Q1 2026, an estimated $3.57M.
  • Pacer Swan SOS Moderate October ETF made up 2.7% of Swan Global Investments's portfolio in Q1 2026, its #4 holding.
  • Swan Global Investments first reported a position in Pacer Swan SOS Moderate October ETF in Q3 2023 and has held it in 11 quarters since.
  • Swan Global Investments's Pacer Swan SOS Moderate October ETF position peaked at $86.1M in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate October ETF as of Q1 2026.

Based on Swan Global Investments's 13F filing for Q1 2026, filed 7 May 2026.