UBS Group
JULP

UBS Group’s PGIM US Large-Cap Buffer 12 ETF - July JULP Stock Holding History

UBS Group’s Portfolio JULP Stock Details JULP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-16
Closed -$493 – 11328
2025
Q4 		$493 Buy
+16
New +$486 ﹤0.01% 9937
2025
Q3 		– Sell
-190
Closed -$5.47K – 11089
2025
Q2 		$5.47K Buy
+190
New +$5.11K ﹤0.01% 9170

Other funds holding JULP

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

UBS Group's JULP Position: Q1 2026 in Review

UBS Group sold out of PGIM US Large-Cap Buffer 12 ETF - July (JULP) in Q1 2026, closing a stake of 16 shares — an estimated $493 sold.

UBS Group first reported a position in JULP in Q2 2025 and held it in 2 quarters. The position peaked at $5.47K in Q2 2025. 11 funds tracked by Wall St. Rank hold JULP as of Q1 2026.

  • UBS Group reported no remaining PGIM US Large-Cap Buffer 12 ETF - July position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 16 PGIM US Large-Cap Buffer 12 ETF - July shares in Q1 2026, an estimated $493.
  • UBS Group first reported a position in PGIM US Large-Cap Buffer 12 ETF - July in Q2 2025 and held it in 2 quarters.
  • UBS Group's PGIM US Large-Cap Buffer 12 ETF - July position peaked at $5.47K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 12 ETF - July as of Q1 2026.

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