UBS Group
BUFG icon

UBS Group’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

UBS Group’s Portfolio BUFG Stock Details BUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-25,385
Closed -$648K – 10370
2025
Q2 		$648K Buy
25,385
+805
+3% +$19.5K ﹤0.01% 5798
2025
Q1 		$585K Buy
+24,580
New +$604K ﹤0.01% 5729
2024
Q4 		– Sell
-2,690
Closed -$64.9K – 9954
2024
Q3 		$64.9K Buy
2,690
+494
+22% +$11.6K ﹤0.01% 6654
2024
Q2 		$50.9K Buy
2,196
+2,067
+1,602% +$46.7K ﹤0.01% 6674
2024
Q1 		$2.9K Sell
129
-1,076
-89% -$23.5K ﹤0.01% 7813
2023
Q4 		$25.6K Buy
1,205
+34
+3% +$690 ﹤0.01% 6943
2023
Q3 		$23K Sell
1,171
-2,265
-66% -$45.9K ﹤0.01% 6734
2023
Q2 		$69.3K Sell
3,436
-488
-12% -$9.44K ﹤0.01% 6277
2023
Q1 		$74.4K Sell
3,924
-569
-13% -$10.6K ﹤0.01% 6143
2022
Q4 		$80.7K Buy
4,493
+2,585
+135% +$46.3K ﹤0.01% 6299
2022
Q3 		$32K Buy
1,908
+659
+53% +$12K ﹤0.01% 6787
2022
Q2 		$22K Buy
+1,249
New +$23.2K ﹤0.01% 6744

Other funds holding BUFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS Group's BUFG Position: Q3 2025 in Review

UBS Group sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q3 2025, closing a stake of 25,385 shares — an estimated $648K sold.

UBS Group first reported a position in BUFG in Q2 2022 and held it in 12 quarters. The position peaked at $648K in Q2 2025. 77 funds tracked by Wall St. Rank hold BUFG as of Q3 2025.

  • UBS Group reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 25,385 FT Vest Buffered Allocation Growth ETF shares in Q3 2025, an estimated $648K.
  • UBS Group first reported a position in FT Vest Buffered Allocation Growth ETF in Q2 2022 and held it in 12 quarters.
  • UBS Group's FT Vest Buffered Allocation Growth ETF position peaked at $648K in Q2 2025.
  • 77 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.