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
Q2 		– Sell
-453
Closed -$16.5K – 10914
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

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
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
FNWA
Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $218M AUM
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $683M AUM 28.95% 1-Year Est. Return

UBS Group's PSFD Position: Q2 2026 in Review

UBS Group sold out of Pacer Swan SOS Flex January ETF (PSFD) in Q2 2026, closing a stake of 453 shares — an estimated $16.5K sold.

UBS Group first reported a position in PSFD in Q4 2021 and held it in 12 quarters. The position peaked at $161K in Q2 2025. 13 funds tracked by Wall St. Rank hold PSFD as of Q2 2026.

  • UBS Group reported no remaining Pacer Swan SOS Flex January ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 453 Pacer Swan SOS Flex January ETF shares in Q2 2026, an estimated $16.5K.
  • UBS Group first reported a position in Pacer Swan SOS Flex January ETF in Q4 2021 and held it in 12 quarters.
  • UBS Group's Pacer Swan SOS Flex January ETF position peaked at $161K in Q2 2025.
  • 13 funds tracked by Wall St. Rank held Pacer Swan SOS Flex January ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.