Ubs Group Ag Pacer Fds Tr Swan Sos Moderate Transaction History

Ubs Group Ag

$611 Billion
Q3 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$25.98 - $30.33 $131,822 - $153,894	5,074 Added 84.2%	11,100 $336,000
Q1 2025 May 13, 2025	BUY	$27.56 - $29.15 $166,076 - $175,657	6,026 New	6,026 $167,000
Q4 2023 Feb 09, 2024	BUY	$22.73 - $24.94 $20,320 - $22,296	894 Added 14900.0%	900 $22,000
Q3 2023 Nov 09, 2023	SELL	$23.14 - $24.04 $8,376 - $8,702	-362 Reduced 98.37%	6 $0
Q2 2023 Aug 11, 2023	BUY	$21.7 - $23.58 $7,985 - $8,677	368 New	368 $8,000

Q3 2022 Nov 10, 2022	BUY	$19.8 - $21.56 $554 - $603	28 New	28 $1,000
Q2 2022 Aug 10, 2022	SELL	$19.9 - $21.32 $5,970 - $6,396	-300 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$20.52 - $21.32 $6,156 - $6,396	300 New	300 $6,000

Others Institutions Holding PSMJ

# of Institutions

26

Shares Held

5.25M

Call Options Held

0

Put Options Held

0

Swan Global Investments, LLC Durango, CO

2.47M
Shares

$78.2 Million
3.58% of portfolio
Pacer Advisors, Inc. Malvern, PA

2.47M
Shares

$78.2 Million
0.23% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

65.8K
Shares

$2.08 Million
0.0% of portfolio
Kestra Advisory Services, LLC

43.7K
Shares

$1.38 Million
0.01% of portfolio
Rockefeller Capital Management L.P. New York, NY

28.3K
Shares

$895,445
0.0% of portfolio

About PACER FDS TR SWAN SOS MODERATE

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