UBS Group’s PGIM S&P 500 Max Buffer ETF - February PMFB Stock Holding History

UBS Group’s Portfolio PMFB Stock Details PMFB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-35	Closed	-$930	–	11510
2025 Q4	$930	Buy	+35	New	+$920	﹤0.01%	9761
2025 Q2	–	Sell	-60	Closed	-$1.48K	–	11100
2025 Q1	$1.48K	Buy	+60	New	+$1.49K	﹤0.01%	9499

Other funds holding PMFB

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return

UBS Group's PMFB Position: Q1 2026 in Review

UBS Group sold out of PGIM S&P 500 Max Buffer ETF - February (PMFB) in Q1 2026, closing a stake of 35 shares — an estimated $930 sold.

UBS Group first reported a position in PMFB in Q1 2025 and held it in 2 quarters. The position peaked at $1.48K in Q1 2025. 7 funds tracked by Wall St. Rank hold PMFB as of Q1 2026.

UBS Group reported no remaining PGIM S&P 500 Max Buffer ETF - February position as of Q1 2026 after selling out during the quarter.
UBS Group sold 35 PGIM S&P 500 Max Buffer ETF - February shares in Q1 2026, an estimated $930.
UBS Group first reported a position in PGIM S&P 500 Max Buffer ETF - February in Q1 2025 and held it in 2 quarters.
UBS Group's PGIM S&P 500 Max Buffer ETF - February position peaked at $1.48K in Q1 2025.
7 funds tracked by Wall St. Rank held PGIM S&P 500 Max Buffer ETF - February as of Q1 2026.

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