UBS Group’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

UBS Group’s Portfolio BGLD Stock Details BGLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19K	Buy	+1,107	New	+$19.7K	﹤0.01%	7977
2025 Q1	–	Sell	-1,420	Closed	-$26.1K	–	10235
2024 Q4	$26.1K	Buy	+1,420	New	+$30.5K	﹤0.01%	7714
2024 Q2	–	Sell	-6,339	Closed	-$125K	–	9526
2024 Q1	$125K	Buy	+6,339	New	+$119K	﹤0.01%	6121
2023 Q3	–	Sell	-96	Closed	-$1.88K	–	9464
2023 Q2	$1.88K	Buy	+96	New	+$1.9K	﹤0.01%	7845
2023 Q1	–	Sell	-1,270	Closed	-$23.3K	–	9614
2022 Q4	$23.3K	Sell	1,270 -4,800	-79%	-$85.1K	﹤0.01%	7492
2022 Q3	$105K	Buy	6,070 +5,918	+3,893%	+$105K	﹤0.01%	5662
2022 Q2	$3K	Buy	+152	New	+$2.88K	﹤0.01%	9285
2022 Q1	–	Sell	-55	Closed	-$1K	–	10259
2021 Q4	$1K	Buy	+55	New	+$1.04K	﹤0.01%	9954

Other funds holding BGLD

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

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

UBS Group's BGLD Position: Q1 2026 in Review

UBS Group opened a new position in FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) in Q1 2026: 1,107 shares worth $19K. The stake represents ﹤0.01% of the portfolio and ranks #7977 among its holdings. This is a return to the name: UBS Group previously reported a position in BGLD as recently as Q4 2024.

UBS Group first reported a position in BGLD in Q4 2021 and has held it in 8 quarters since. The position peaked at $125K in Q1 2024. 32 funds tracked by Wall St. Rank hold BGLD as of Q1 2026.

UBS Group held 1,107 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $19K as of Q1 2026.
FT Vest Gold Strategy Quarterly Buffer ETF was a new UBS Group position in Q1 2026.
FT Vest Gold Strategy Quarterly Buffer ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7977 holding.
UBS Group first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q4 2021 and has held it in 8 quarters since.
UBS Group's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $125K in Q1 2024.
32 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q1 2026.

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