UBS Group
BUFZ icon

UBS Group’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

UBS Group’s Portfolio BUFZ Stock Details BUFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.03K Sell
180
-603
-77% -$16.6K ﹤0.01% 8973
2026
Q1 		$20.6K Buy
+783
New +$20.8K ﹤0.01% 7910

Other funds holding BUFZ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UBS Group's BUFZ Position: Q2 2026 in Review

UBS Group reduced its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 77% in Q2 2026, selling an estimated $16.6K and leaving 180 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #8973.

UBS Group first reported a position in BUFZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $20.6K in Q1 2026. 141 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

  • UBS Group held 180 shares of FT Vest Laddered Moderate Buffer ETF worth $5.03K as of Q2 2026.
  • UBS Group sold 603 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $16.6K.
  • FT Vest Laddered Moderate Buffer ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8973 holding.
  • UBS Group first reported a position in FT Vest Laddered Moderate Buffer ETF in Q1 2026 and has held it in 2 quarters since.
  • UBS Group's FT Vest Laddered Moderate Buffer ETF position peaked at $20.6K in Q1 2026.
  • 141 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

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