UBS Group
BUFF icon

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

UBS Group’s Portfolio BUFF Stock Details BUFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-350
Closed -$17.5K – 10533
2025
Q4 		$17.5K Buy
+350
New +$17.3K ﹤0.01% 7883
2024
Q1 		– Sell
-420
Closed -$16.8K – 9351
2023
Q4 		$16.8K Buy
420
+76
+22% +$2.92K ﹤0.01% 7210
2023
Q3 		$12.9K Sell
344
-1,584
-82% -$60.4K ﹤0.01% 7007
2023
Q2 		$73.1K Buy
1,928
+1,532
+387% +$55.9K ﹤0.01% 6239
2023
Q1 		$14.2K Buy
+396
New +$14K ﹤0.01% 7360
2022
Q3 		– Sell
-676
Closed -$22K – 10352
2022
Q2 		$22K Buy
+676
New +$23.1K ﹤0.01% 6743

Other funds holding BUFF

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $217M AUM 12.99% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $367M AUM 17.15% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $217M AUM 14.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $335M AUM 16.86% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return