UBS Group’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

UBS Group’s Portfolio BUFT Stock Details BUFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,017	Closed	-$90.2K	–	10288
2025 Q1	$90.2K	Buy	+4,017	New	+$90.8K	﹤0.01%	7126
2024 Q3	–	Sell	-41	Closed	-$894	–	9528
2024 Q2	$894	Buy	+41	New	+$882	﹤0.01%	8745
2024 Q1	–	Sell	-222	Closed	-$4.62K	–	9352
2023 Q4	$4.62K	Sell	222 -584	-72%	-$11.8K	﹤0.01%	7842
2023 Q3	$15.9K	Sell	806 -2,172	-73%	-$43.4K	﹤0.01%	6920
2023 Q2	$59.3K	Sell	2,978 -54	-2%	-$1.04K	﹤0.01%	6375
2023 Q1	$57.6K	Buy	3,032 +1,531	+102%	+$28.7K	﹤0.01%	6343
2022 Q4	$27.7K	Sell	1,501 -3,475	-70%	-$64.4K	﹤0.01%	7324
2022 Q3	$90K	Buy	+4,976	New	+$93.3K	﹤0.01%	5793
2022 Q2	–	Sell	-802	Closed	-$16K	–	10347
2022 Q1	$16K	Buy	+802	New	+$15.9K	﹤0.01%	7729

Other funds holding BUFT

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

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

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return

UBS Group's BUFT Position: Q2 2025 in Review

UBS Group sold out of FT Vest Buffered Allocation Defensive ETF (BUFT) in Q2 2025, closing a stake of 4,017 shares — an estimated $90.2K sold.

UBS Group first reported a position in BUFT in Q1 2022 and held it in 9 quarters. The position peaked at $90.2K in Q1 2025. 61 funds tracked by Wall St. Rank hold BUFT as of Q2 2025.

UBS Group reported no remaining FT Vest Buffered Allocation Defensive ETF position as of Q2 2025 after selling out during the quarter.
UBS Group sold 4,017 FT Vest Buffered Allocation Defensive ETF shares in Q2 2025, an estimated $90.2K.
UBS Group first reported a position in FT Vest Buffered Allocation Defensive ETF in Q1 2022 and held it in 9 quarters.
UBS Group's FT Vest Buffered Allocation Defensive ETF position peaked at $90.2K in Q1 2025.
61 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.