UBS Group
BUFQ icon

UBS Group’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

UBS Group’s Portfolio BUFQ Stock Details BUFQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,824
Closed -$320K – 9527
2024
Q2 		$320K Buy
10,824
+9,899
+1,070% +$284K ﹤0.01% 5339
2024
Q1 		$26.2K Buy
+925
New +$25.6K ﹤0.01% 6796
2023
Q4 		– Sell
-445
Closed -$11.2K – 9336
2023
Q3 		$11.2K Buy
+445
New +$11.2K ﹤0.01% 7068
2023
Q1 		– Sell
-4,767
Closed -$95K – 9638
2022
Q4 		$95K Buy
4,767
+3,767
+377% +$76.8K ﹤0.01% 6157
2022
Q3 		$20K Buy
+1,000
New +$21.5K ﹤0.01% 7383

Other funds holding BUFQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

UBS Group's BUFQ Position: Q3 2024 in Review

UBS Group sold out of FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q3 2024, closing a stake of 10,824 shares — an estimated $320K sold.

UBS Group first reported a position in BUFQ in Q3 2022 and held it in 5 quarters. The position peaked at $320K in Q2 2024. 111 funds tracked by Wall St. Rank hold BUFQ as of Q3 2024.

  • UBS Group reported no remaining FT Vest Fund of Nasdaq-100 Buffer ETFs position as of Q3 2024 after selling out during the quarter.
  • UBS Group sold 10,824 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q3 2024, an estimated $320K.
  • UBS Group first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q3 2022 and held it in 5 quarters.
  • UBS Group's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $320K in Q2 2024.
  • 111 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q3 2024.

Based on UBS Group's 13F filing for Q3 2024, filed 14 Nov 2024.