SGI
PSMR icon

Swan Global Investments’s Pacer Swan SOS Moderate April ETF PSMR Stock Holding History

Swan Global Investments’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
Q1 		$69.1M Sell
2,274,467
-98,335
-4% -$2.95M 2.31% 8
2025
Q4 		$70.7M Sell
2,372,802
-138,013
-5% -$4.07M 2.09% 8
2025
Q3 		$73.5M Sell
2,510,815
-79,401
-3% -$2.29M 2.05% 6
2025
Q2 		$73.6M Buy
2,590,216
+649,938
+33% +$17.8M 2.05% 5
2025
Q1 		$52.7M Sell
1,940,278
-50,877
-3% -$1.43M 1.56% 10
2024
Q4 		$55.6M Sell
1,991,155
-68,145
-3% -$1.9M 1.62% 10
2024
Q3 		$56.4M Sell
2,059,300
-160,550
-7% -$4.28M 1.72% 10
2024
Q2 		$58.4M Buy
2,219,850
+941,663
+74% +$24.1M 1.79% 9
2024
Q1 		$32.6M Buy
1,278,187
+104,300
+9% +$2.63M 1.02% 16
2023
Q4 		$29.3M Buy
1,173,887
+160,585
+16% +$3.83M 0.95% 17
2023
Q3 		$23.5M Buy
+1,013,302
New +$23.9M 0.75% 21

Other funds holding PSMR

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Swan Global Investments reduced its Pacer Swan SOS Moderate April ETF (PSMR) stake by 4.1% in Q1 2026, selling an estimated $2.95M and leaving 2,274,467 shares worth $69.1M. The position accounts for 2.31% of the portfolio, ranked #8.

Swan Global Investments first reported a position in PSMR in Q3 2023 and has held it in 11 quarters since. The position peaked at $73.6M in Q2 2025. 15 funds tracked by Wall St. Rank hold PSMR as of Q1 2026.

  • Swan Global Investments held 2,274,467 shares of Pacer Swan SOS Moderate April ETF worth $69.1M as of Q1 2026.
  • Swan Global Investments sold 98,335 Pacer Swan SOS Moderate April ETF shares in Q1 2026, an estimated $2.95M.
  • Pacer Swan SOS Moderate April ETF made up 2.31% of Swan Global Investments's portfolio in Q1 2026, its #8 holding.
  • Swan Global Investments first reported a position in Pacer Swan SOS Moderate April ETF in Q3 2023 and has held it in 11 quarters since.
  • Swan Global Investments's Pacer Swan SOS Moderate April ETF position peaked at $73.6M in Q2 2025.
  • 15 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate April ETF as of Q1 2026.

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