UBS Group
BUFB icon

UBS Group’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

UBS Group’s Portfolio BUFB Stock Details BUFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,693
Closed -$84.6K – 10287
2025
Q1 		$84.6K Buy
+2,693
New +$87.3K ﹤0.01% 7176
2023
Q3 		– Sell
-247
Closed -$6.46K – 9497
2023
Q2 		$6.46K Buy
247
+156
+171% +$3.89K ﹤0.01% 7364
2023
Q1 		$2.22K Buy
+91
New +$2.17K ﹤0.01% 8547

Other funds holding BUFB

CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SF
Seros Financial Tempe, Arizona $157M AUM 16.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

UBS Group's BUFB Position: Q2 2025 in Review

UBS Group sold out of Innovator Laddered Allocation Buffer ETF (BUFB) in Q2 2025, closing a stake of 2,693 shares — an estimated $84.6K sold.

UBS Group first reported a position in BUFB in Q1 2023 and held it in 3 quarters. The position peaked at $84.6K in Q1 2025. 80 funds tracked by Wall St. Rank hold BUFB as of Q2 2025.

  • UBS Group reported no remaining Innovator Laddered Allocation Buffer ETF position as of Q2 2025 after selling out during the quarter.
  • UBS Group sold 2,693 Innovator Laddered Allocation Buffer ETF shares in Q2 2025, an estimated $84.6K.
  • UBS Group first reported a position in Innovator Laddered Allocation Buffer ETF in Q1 2023 and held it in 3 quarters.
  • UBS Group's Innovator Laddered Allocation Buffer ETF position peaked at $84.6K in Q1 2025.
  • 80 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.