UBS Group’s Pacer Swan SOS Moderate January ETF PSMD Stock Holding History

UBS Group’s Portfolio PSMD Stock Details PSMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$113K	Buy	+3,290	New	+$111K	﹤0.01%	7120
2026 Q1	–	Sell	-773	Closed	-$25.1K	–	11020
2025 Q4	$25.1K	Sell	773 -3,612	-82%	-$116K	﹤0.01%	7633
2025 Q3	$139K	Buy	4,385 +1,760	+67%	+$54.6K	﹤0.01%	6897
2025 Q2	$79.9K	Buy	+2,625	New	+$76.2K	﹤0.01%	7411
2024 Q4	–	Sell	-1,489	Closed	-$42.5K	–	10294
2024 Q3	$42.5K	Buy	1,489 +1,133	+318%	+$31.8K	﹤0.01%	6922
2024 Q2	$9.91K	Buy	+356	New	+$9.69K	﹤0.01%	7721
2024 Q1	–	Sell	-157	Closed	-$4.05K	–	9874
2023 Q4	$4.05K	Buy	+157	New	+$3.92K	﹤0.01%	7907
2023 Q3	–	Sell	-1,010	Closed	-$24.7K	–	9861
2023 Q2	$24.7K	Buy	+1,010	New	+$23.9K	﹤0.01%	6785
2023 Q1	–	Sell	-1,736	Closed	-$38.2K	–	10210
2022 Q4	$38.2K	Sell	1,736 -683	-28%	-$14.7K	﹤0.01%	7014
2022 Q3	$49K	Buy	2,419 +1,424	+143%	+$30.4K	﹤0.01%	6371
2022 Q2	$21K	Buy	+995	New	+$21.3K	﹤0.01%	6822
2021 Q4	–	Sell	-1	Closed	–	–	10594
2021 Q3	$0	Buy	+1	New	+$22	﹤0.01%	9965

Other funds holding PSMD

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

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

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BCG

Bravias Capital Group Iselin, New Jersey $168M AUM 24.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

AFO

Allie Family Office Miami, Florida $269M AUM 20.18% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

UBS Group's PSMD Position: Q2 2026 in Review

UBS Group opened a new position in Pacer Swan SOS Moderate January ETF (PSMD) in Q2 2026: 3,290 shares worth $113K. The stake represents ﹤0.01% of the portfolio and ranks #7120 among its holdings. This is a return to the name: UBS Group previously reported a position in PSMD as recently as Q4 2025.

UBS Group first reported a position in PSMD in Q3 2021 and has held it in 12 quarters since. The position peaked at $139K in Q3 2025. 16 funds tracked by Wall St. Rank hold PSMD as of Q2 2026.

UBS Group held 3,290 shares of Pacer Swan SOS Moderate January ETF worth $113K as of Q2 2026.
Pacer Swan SOS Moderate January ETF was a new UBS Group position in Q2 2026.
Pacer Swan SOS Moderate January ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7120 holding.
UBS Group first reported a position in Pacer Swan SOS Moderate January ETF in Q3 2021 and has held it in 12 quarters since.
UBS Group's Pacer Swan SOS Moderate January ETF position peaked at $139K in Q3 2025.
16 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate January ETF as of Q2 2026.

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