UBS Group
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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
Q2 		– Sell
-328
Closed -$10.4K – 10917
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

SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
PPWM
Premier Private Wealth Management Palm Harbor, Florida $114M AUM

UBS Group's PSMJ Position: Q2 2026 in Review

UBS Group sold out of Pacer Swan SOS Moderate July ETF (PSMJ) in Q2 2026, closing a stake of 328 shares — an estimated $10.4K sold.

UBS Group first reported a position in PSMJ in Q4 2021 and held it in 10 quarters. The position peaked at $337K in Q2 2025. 16 funds tracked by Wall St. Rank hold PSMJ as of Q2 2026.

  • UBS Group reported no remaining Pacer Swan SOS Moderate July ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 328 Pacer Swan SOS Moderate July ETF shares in Q2 2026, an estimated $10.4K.
  • UBS Group first reported a position in Pacer Swan SOS Moderate July ETF in Q4 2021 and held it in 10 quarters.
  • UBS Group's Pacer Swan SOS Moderate July ETF position peaked at $337K in Q2 2025.
  • 16 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q2 2026.

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