UBS Group’s FT Vest US Equity Buffer & Premium Income ETF March XIMR Stock Holding History

UBS Group’s Portfolio XIMR Stock Details XIMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$16.9K	Buy	+537	New	+$16.9K	﹤0.01%	8640
2026 Q2	–	Sell	-244	Closed	-$7.54K	–	11154
2026 Q1	$7.54K	Buy	244 +161	+194%	+$4.99K	﹤0.01%	8568
2025 Q4	$2.59K	Buy	+83	New	+$2.58K	﹤0.01%	9278
2025 Q2	–	Sell	-1,007	Closed	-$31K	–	10948
2025 Q1	$31K	Buy	1,007 +900	+841%	+$27.9K	﹤0.01%	7922
2024 Q4	$3.33K	Buy	+107	New	+$3.33K	﹤0.01%	8891

Other funds holding XIMR

ARG

Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return

UBS Group's XIMR Position: Q3 2026 in Review

UBS Group opened a new position in FT Vest US Equity Buffer & Premium Income ETF March (XIMR) in Q3 2026: 537 shares worth $16.9K. The stake represents ﹤0.01% of the portfolio and ranks #8640 among its holdings. This is a return to the name: UBS Group previously reported a position in XIMR as recently as Q1 2026.

UBS Group first reported a position in XIMR in Q4 2024 and has held it in 5 quarters since. The position peaked at $31K in Q1 2025. 17 funds tracked by Wall St. Rank hold XIMR as of Q3 2026.

UBS Group held 537 shares of FT Vest US Equity Buffer & Premium Income ETF March worth $16.9K as of Q3 2026.
FT Vest US Equity Buffer & Premium Income ETF March was a new UBS Group position in Q3 2026.
FT Vest US Equity Buffer & Premium Income ETF March made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #8640 holding.
UBS Group first reported a position in FT Vest US Equity Buffer & Premium Income ETF March in Q4 2024 and has held it in 5 quarters since.
UBS Group's FT Vest US Equity Buffer & Premium Income ETF March position peaked at $31K in Q1 2025.
17 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF March as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.