UBS Group
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UBS Group’s Pacer Swan SOS Flex April ETF PSFM Stock Holding History

UBS Group’s Portfolio PSFM Stock Details PSFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-66
Closed -$1.92K – 10292
2024
Q3 		$1.92K Sell
66
-16
-20% -$452 ﹤0.01% 8528
2024
Q2 		$2.29K Buy
82
+81
+8,100% +$2.19K ﹤0.01% 8387
2024
Q1 		$27 Sell
1
-1,504
-100% -$39.9K ﹤0.01% 8999
2023
Q4 		$39.1K Buy
1,505
+1,028
+216% +$25.5K ﹤0.01% 6683
2023
Q3 		$11.5K Buy
477
+177
+59% +$4.33K ﹤0.01% 7056
2023
Q2 		$7.33K Buy
+300
New +$7.04K ﹤0.01% 7303
2023
Q1 		– Sell
-178
Closed -$3.91K – 10208
2022
Q4 		$3.91K Buy
+178
New +$3.84K ﹤0.01% 9431
2022
Q3 		– Sell
-575
Closed -$12K – 10798
2022
Q2 		$12K Buy
575
+539
+1,497% +$11.7K ﹤0.01% 7668
2022
Q1 		$1K Buy
+36
New +$815 ﹤0.01% 9906

Other funds holding PSFM

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
FNWA
Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return

UBS Group's PSFM Position: Q4 2024 in Review

UBS Group sold out of Pacer Swan SOS Flex April ETF (PSFM) in Q4 2024, closing a stake of 66 shares — an estimated $1.92K sold.

UBS Group first reported a position in PSFM in Q1 2022 and held it in 9 quarters. The position peaked at $39.1K in Q4 2023. 11 funds tracked by Wall St. Rank hold PSFM as of Q4 2024.

  • UBS Group reported no remaining Pacer Swan SOS Flex April ETF position as of Q4 2024 after selling out during the quarter.
  • UBS Group sold 66 Pacer Swan SOS Flex April ETF shares in Q4 2024, an estimated $1.92K.
  • UBS Group first reported a position in Pacer Swan SOS Flex April ETF in Q1 2022 and held it in 9 quarters.
  • UBS Group's Pacer Swan SOS Flex April ETF position peaked at $39.1K in Q4 2023.
  • 11 funds tracked by Wall St. Rank held Pacer Swan SOS Flex April ETF as of Q4 2024.

Based on UBS Group's 13F filing for Q4 2024, filed 14 Feb 2025.