UBS Group
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UBS Group’s Pacer Swan SOS Moderate October ETF PSMO Stock Holding History

UBS Group’s Portfolio PSMO Stock Details PSMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.5K Buy
+1,645
New +$52.4K ﹤0.01% 7531
2025
Q2 		– Sell
-195
Closed -$5.3K – 10721
2025
Q1 		$5.3K Sell
195
-51
-21% -$1.42K ﹤0.01% 9012
2024
Q4 		$6.79K Buy
+246
New +$6.77K ﹤0.01% 8529

Other funds holding PSMO

Pacer Advisors
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

UBS Group's PSMO Position: Q2 2026 in Review

UBS Group opened a new position in Pacer Swan SOS Moderate October ETF (PSMO) in Q2 2026: 1,645 shares worth $53.5K. The stake represents ﹤0.01% of the portfolio and ranks #7531 among its holdings. This is a return to the name: UBS Group previously reported a position in PSMO as recently as Q1 2025.

UBS Group first reported a position in PSMO in Q4 2024 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold PSMO as of Q2 2026.

  • UBS Group held 1,645 shares of Pacer Swan SOS Moderate October ETF worth $53.5K as of Q2 2026.
  • Pacer Swan SOS Moderate October ETF was a new UBS Group position in Q2 2026.
  • Pacer Swan SOS Moderate October ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7531 holding.
  • UBS Group first reported a position in Pacer Swan SOS Moderate October ETF in Q4 2024 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate October ETF as of Q2 2026.

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