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

UBS Group’s Portfolio BUFR Stock Details BUFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,629	Closed	-$193K	–	10534
2025 Q4	$193K	Buy	+5,629	New	+$190K	﹤0.01%	6601
2025 Q1	–	Sell	-715	Closed	-$21.8K	–	10251
2024 Q4	$21.8K	Buy	+715	New	+$21.7K	﹤0.01%	7816
2024 Q1	–	Sell	-925	Closed	-$24.6K	–	9351
2023 Q4	$24.6K	Buy	+925	New	+$23.4K	﹤0.01%	6980
2023 Q3	–	Sell	-2,377	Closed	-$59.5K	–	9498
2023 Q2	$59.5K	Sell	2,377 -1,353	-36%	-$32.4K	﹤0.01%	6374
2023 Q1	$87.5K	Buy	+3,730	New	+$85.6K	﹤0.01%	6013
2021 Q2	–	Sell	-2,735	Closed	-$60K	–	9395
2021 Q1	$60K	Buy	+2,735	New	+$59.5K	﹤0.01%	6360

Other funds holding BUFR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group's BUFR Position: Q1 2026 in Review

UBS Group sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q1 2026, closing a stake of 5,629 shares — an estimated $193K sold.

UBS Group first reported a position in BUFR in Q1 2021 and held it in 6 quarters. The position peaked at $193K in Q4 2025. 502 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

UBS Group reported no remaining FT Vest Fund of Buffer ETFs position as of Q1 2026 after selling out during the quarter.
UBS Group sold 5,629 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $193K.
UBS Group first reported a position in FT Vest Fund of Buffer ETFs in Q1 2021 and held it in 6 quarters.
UBS Group's FT Vest Fund of Buffer ETFs position peaked at $193K in Q4 2025.
502 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.