UBS Group
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UBS Group’s Pacer Swan SOS Flex January ETF PSFD Stock Holding History

UBS Group’s Portfolio PSFD Stock Details PSFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.23K Buy
+30
New +$1.21K ﹤0.01% 10316
2026
Q2 		– Sell
-453
Closed -$16.5K – 10913
2026
Q1 		$16.5K Sell
453
-819
-64% -$30.6K ﹤0.01% 8071
2025
Q4 		$47.5K Sell
1,272
-2,986
-70% -$110K ﹤0.01% 7246
2025
Q3 		$155K Sell
4,258
-386
-8% -$13.7K ﹤0.01% 6816
2025
Q2 		$161K Buy
4,644
+4,608
+12,800% +$152K ﹤0.01% 6876
2025
Q1 		$1.17K Buy
+36
New +$1.2K ﹤0.01% 9566
2024
Q4 		– Sell
-1,193
Closed -$38.6K – 10291
2024
Q3 		$38.6K Buy
1,193
+1,185
+14,813% +$37.6K ﹤0.01% 6990
2024
Q2 		$252 Buy
+8
New +$245 ﹤0.01% 9031
2024
Q1 		– Sell
-599
Closed -$17.3K – 9871
2023
Q4 		$17.3K Buy
+599
New +$16.4K ﹤0.01% 7190
2023
Q1 		– Sell
-2,966
Closed -$70.9K – 10207
2022
Q4 		$70.9K Buy
2,966
+1,731
+140% +$39.9K ﹤0.01% 6437
2022
Q3 		$26K Buy
1,235
+12
+1% +$271 ﹤0.01% 7054
2022
Q2 		$26K Buy
+1,223
New +$27.6K ﹤0.01% 6560
2022
Q1 		– Sell
-700
Closed -$17K – 10760
2021
Q4 		$17K Buy
+700
New +$16.8K ﹤0.01% 8074

Other funds holding PSFD

Swan Global Investments
Swan Global Investments Durango, Colorado $3.5B AUM 15.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return
Financial Network Wealth Advisors
Financial Network Wealth Advisors Murray, Utah $101M AUM 11.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Gladstone Institutional Advisory
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.49B AUM 21.31% 1-Year Est. Return
Calton & Associates
Calton & Associates Tampa, Florida $903M AUM 21.29% 1-Year Est. Return
World Equity Group
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

UBS Group's PSFD Position: Q3 2026 in Review

UBS Group opened a new position in Pacer Swan SOS Flex January ETF (PSFD) in Q3 2026: 30 shares worth $1.23K. The stake represents ﹤0.01% of the portfolio and ranks #10316 among its holdings. This is a return to the name: UBS Group previously reported a position in PSFD as recently as Q1 2026.

UBS Group first reported a position in PSFD in Q4 2021 and has held it in 13 quarters since. The position peaked at $161K in Q2 2025. 17 funds tracked by Wall St. Rank hold PSFD as of Q3 2026.

  • UBS Group held 30 shares of Pacer Swan SOS Flex January ETF worth $1.23K as of Q3 2026.
  • Pacer Swan SOS Flex January ETF was a new UBS Group position in Q3 2026.
  • Pacer Swan SOS Flex January ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #10316 holding.
  • UBS Group first reported a position in Pacer Swan SOS Flex January ETF in Q4 2021 and has held it in 13 quarters since.
  • UBS Group's Pacer Swan SOS Flex January ETF position peaked at $161K in Q2 2025.
  • 17 funds tracked by Wall St. Rank held Pacer Swan SOS Flex January ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.