UBS Group’s Pacer Swan SOS Moderate April ETF PSMR Stock Holding History

UBS Group’s Portfolio PSMR Stock Details PSMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-960	Closed	-$29.2K	–	10916
2026 Q1	$29.2K	Sell	960 -109	-10%	-$3.27K	﹤0.01%	7707
2025 Q4	$31.9K	Sell	1,069 -2,383	-69%	-$70.2K	﹤0.01%	7492
2025 Q3	$101K	Buy	3,452 +912	+36%	+$26.3K	﹤0.01%	7126
2025 Q2	$72.2K	Buy	+2,540	New	+$69.5K	﹤0.01%	7489
2024 Q4	–	Sell	-462	Closed	-$12.7K	–	10295
2024 Q3	$12.7K	Buy	462 +430	+1,344%	+$11.5K	﹤0.01%	7624
2024 Q2	$842	Buy	+32	New	+$820	﹤0.01%	8761

Other funds holding PSMR

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

SLP

Storen Legacy Partners Zionsville, Indiana $367M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

UBS Group's PSMR Position: Q2 2026 in Review

UBS Group sold out of Pacer Swan SOS Moderate April ETF (PSMR) in Q2 2026, closing a stake of 960 shares — an estimated $29.2K sold.

UBS Group first reported a position in PSMR in Q2 2024 and held it in 6 quarters. The position peaked at $101K in Q3 2025. 14 funds tracked by Wall St. Rank hold PSMR as of Q2 2026.

UBS Group reported no remaining Pacer Swan SOS Moderate April ETF position as of Q2 2026 after selling out during the quarter.
UBS Group sold 960 Pacer Swan SOS Moderate April ETF shares in Q2 2026, an estimated $29.2K.
UBS Group first reported a position in Pacer Swan SOS Moderate April ETF in Q2 2024 and held it in 6 quarters.
UBS Group's Pacer Swan SOS Moderate April ETF position peaked at $101K in Q3 2025.
14 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate April ETF as of Q2 2026.

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