UBS Group
BUFD icon

UBS Group’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

UBS Group’s Portfolio BUFD Stock Details BUFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.44K Buy
+230
New +$6.51K ﹤0.01% 8687
2024
Q1 		– Sell
-1,200
Closed -$27.2K – 9350
2023
Q4 		$27.2K Buy
+1,200
New +$26.2K ﹤0.01% 6905
2023
Q3 		– Sell
-3,425
Closed -$73.8K – 9496
2023
Q2 		$73.8K Buy
3,425
+2,570
+301% +$53.4K ﹤0.01% 6231
2023
Q1 		$17.5K Sell
855
-2,953
-78% -$59.2K ﹤0.01% 7178
2022
Q4 		$74.9K Sell
3,808
-1,195
-24% -$23.5K ﹤0.01% 6374
2022
Q3 		$95K Buy
+5,003
New +$99.3K ﹤0.01% 5751
2022
Q1 		– Sell
-268
Closed -$6K – 10283
2021
Q4 		$6K Buy
+268
New +$5.65K ﹤0.01% 9253

Other funds holding BUFD

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return