UBS Group’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History

UBS Group’s Portfolio PSMJ Stock Details PSMJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.4K	Sell	328 -112	-25%	-$3.61K	﹤0.01%	8361
2025 Q4	$14.2K	Buy	+440	New	+$14K	﹤0.01%	8020
2025 Q3	–	Sell	-11,100	Closed	-$337K	–	10801
2025 Q2	$337K	Buy	11,100 +5,074	+84%	+$144K	﹤0.01%	6352
2025 Q1	$168K	Buy	+6,026	New	+$172K	﹤0.01%	6659
2024 Q1	–	Sell	-900	Closed	-$22.4K	–	9875
2023 Q4	$22.4K	Buy	900 +894	+14,900%	+$21.3K	﹤0.01%	7037
2023 Q3	$139	Sell	6 -362	-98%	-$8.58K	﹤0.01%	8805
2023 Q2	$8.68K	Buy	+368	New	+$8.23K	﹤0.01%	7219
2022 Q4	–	Sell	-28	Closed	-$1K	–	11050
2022 Q3	$1K	Buy	+28	New	+$583	﹤0.01%	10012
2022 Q2	–	Sell	-300	Closed	-$6K	–	10789
2022 Q1	$6K	Hold	300	–	–	﹤0.01%	8983
2021 Q4	$6K	Buy	+300	New	+$6.31K	﹤0.01%	9284

Other funds holding PSMJ

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

ACM

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

UBS Group's PSMJ Position: Q1 2026 in Review

UBS Group reduced its Pacer Swan SOS Moderate July ETF (PSMJ) stake by 25% in Q1 2026, selling an estimated $3.61K and leaving 328 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #8361.

UBS Group first reported a position in PSMJ in Q4 2021 and has held it in 10 quarters since. The position peaked at $337K in Q2 2025. 24 funds tracked by Wall St. Rank hold PSMJ as of Q1 2026.

UBS Group held 328 shares of Pacer Swan SOS Moderate July ETF worth $10.4K as of Q1 2026.
UBS Group sold 112 Pacer Swan SOS Moderate July ETF shares in Q1 2026, an estimated $3.61K.
Pacer Swan SOS Moderate July ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8361 holding.
UBS Group first reported a position in Pacer Swan SOS Moderate July ETF in Q4 2021 and has held it in 10 quarters since.
UBS Group's Pacer Swan SOS Moderate July ETF position peaked at $337K in Q2 2025.
24 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q1 2026.

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