UBS Group’s Pacer Swan SOS Flex July ETF PSFJ Stock Holding History

UBS Group’s Portfolio PSFJ Stock Details PSFJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.8K	Buy	+590	New	+$20.4K	﹤0.01%	8145
2026 Q1	–	Sell	-46	Closed	-$1.53K	–	11018
2025 Q4	$1.53K	Buy	+46	New	+$1.5K	﹤0.01%	9549
2025 Q3	–	Sell	-3,940	Closed	-$122K	–	10800
2025 Q2	$122K	Sell	3,940 -186	-5%	-$5.39K	﹤0.01%	7065
2025 Q1	$117K	Buy	+4,126	New	+$121K	﹤0.01%	6926
2023 Q4	–	Sell	-34	Closed	-$790	–	9767
2023 Q3	$790	Buy	+34	New	+$809	﹤0.01%	8274
2022 Q3	–	Sell	-234	Closed	-$5K	–	10797
2022 Q2	$5K	Buy	+234	New	+$4.81K	﹤0.01%	8918

Other funds holding PSFJ

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

FNWA

Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return

Calton & Associates Tampa, Florida $683M AUM 28.95% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

UBS Group's PSFJ Position: Q2 2026 in Review

UBS Group opened a new position in Pacer Swan SOS Flex July ETF (PSFJ) in Q2 2026: 590 shares worth $20.8K. The stake represents ﹤0.01% of the portfolio and ranks #8145 among its holdings. This is a return to the name: UBS Group previously reported a position in PSFJ as recently as Q4 2025.

UBS Group first reported a position in PSFJ in Q2 2022 and has held it in 6 quarters since. The position peaked at $122K in Q2 2025. 13 funds tracked by Wall St. Rank hold PSFJ as of Q2 2026.

UBS Group held 590 shares of Pacer Swan SOS Flex July ETF worth $20.8K as of Q2 2026.
Pacer Swan SOS Flex July ETF was a new UBS Group position in Q2 2026.
Pacer Swan SOS Flex July ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8145 holding.
UBS Group first reported a position in Pacer Swan SOS Flex July ETF in Q2 2022 and has held it in 6 quarters since.
UBS Group's Pacer Swan SOS Flex July ETF position peaked at $122K in Q2 2025.
13 funds tracked by Wall St. Rank held Pacer Swan SOS Flex July ETF as of Q2 2026.

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