UBS Group
XIMR icon

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
Q2 		– Sell
-244
Closed -$7.54K – 11157
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

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group's XIMR Position: Q2 2026 in Review

UBS Group sold out of FT Vest US Equity Buffer & Premium Income ETF March (XIMR) in Q2 2026, closing a stake of 244 shares — an estimated $7.54K sold.

UBS Group first reported a position in XIMR in Q4 2024 and held it in 4 quarters. The position peaked at $31K in Q1 2025. 18 funds tracked by Wall St. Rank hold XIMR as of Q2 2026.

  • UBS Group reported no remaining FT Vest US Equity Buffer & Premium Income ETF March position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 244 FT Vest US Equity Buffer & Premium Income ETF March shares in Q2 2026, an estimated $7.54K.
  • UBS Group first reported a position in FT Vest US Equity Buffer & Premium Income ETF March in Q4 2024 and held it in 4 quarters.
  • UBS Group's FT Vest US Equity Buffer & Premium Income ETF March position peaked at $31K in Q1 2025.
  • 18 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF March as of Q2 2026.

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