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 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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IWS

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

BCG

Bravias Capital Group Iselin, New Jersey $153M AUM 23.67% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group's PSMD Position: Q1 2026 in Review

UBS Group sold out of Pacer Swan SOS Moderate January ETF (PSMD) in Q1 2026, closing a stake of 773 shares — an estimated $25.1K sold.

UBS Group first reported a position in PSMD in Q3 2021 and held it in 11 quarters. The position peaked at $139K in Q3 2025. 18 funds tracked by Wall St. Rank hold PSMD as of Q1 2026.

UBS Group reported no remaining Pacer Swan SOS Moderate January ETF position as of Q1 2026 after selling out during the quarter.
UBS Group sold 773 Pacer Swan SOS Moderate January ETF shares in Q1 2026, an estimated $25.1K.
UBS Group first reported a position in Pacer Swan SOS Moderate January ETF in Q3 2021 and held it in 11 quarters.
UBS Group's Pacer Swan SOS Moderate January ETF position peaked at $139K in Q3 2025.
18 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate January ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.