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Pacer Swan Sos Flex Etf shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Pacer Swan Sos Flex Etf (PSFM) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in Pacer Swan Sos Flex Etf

Tip: Access up to 7 years of quarterly data

All positions including Pacer Swan Sos Flex Etf held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacer Swan Sos Flex Etf by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 90k 26.90
2023-12-31 $2.4M 93k 25.98
2023-09-30 $2.3M 96k 24.02
2023-06-30 $2.4M 96k 24.44
2023-03-31 $2.2M 97k 23.03
2022-12-31 $2.1M 97k 21.96
2022-09-30 $2.0M 98k 20.30
2022-06-30 $2.1M 100k 20.69
2022-03-31 $2.4M 103k 23.34
2021-12-31 $2.4M 105k 23.17
2021-09-30 $2.3M 106k 22.02
2021-06-30 $2.3M 107k 21.90

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Royce Value Tr Cef (RVT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

Top funds holding Pacer Swan Sos Flex Etf

Pacer Advisors
Swan Wealth Advisors
Blue Bell Private Wealth Management
Advisor Group Holdings
Chicago Partners Investment
UBS Group
Harbour Investments

View all funds holding Pacer Swan Sos Flex Etf