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 Q2	$15.7M	Buy	+429,389	New	+$15.4M	﹤0.01%	2940
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 $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

UBS Group's BUFR Position: Q2 2026 in Review

UBS Group opened a new position in FT Vest Fund of Buffer ETFs (BUFR) in Q2 2026: 429,389 shares worth $15.7M. The stake represents ﹤0.01% of the portfolio and ranks #2940 among its holdings. This is a return to the name: UBS Group previously reported a position in BUFR as recently as Q4 2025.

UBS Group first reported a position in BUFR in Q1 2021 and has held it in 7 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

UBS Group held 429,389 shares of FT Vest Fund of Buffer ETFs worth $15.7M as of Q2 2026.
FT Vest Fund of Buffer ETFs was a new UBS Group position in Q2 2026.
FT Vest Fund of Buffer ETFs made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2940 holding.
UBS Group first reported a position in FT Vest Fund of Buffer ETFs in Q1 2021 and has held it in 7 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.