Unique Wealth Strategies’s AB Moderate Buffer ETF BUFM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-11,103
Closed -$424K 276
2026
Q1
$424K Buy
11,103
+25
+0.2% +$979 0.17% 174
2025
Q4
$433K Buy
11,078
+4,005
+57% +$155K 0.17% 164
2025
Q3
$270K Buy
+7,073
New +$264K 0.1% 192

Unique Wealth Strategies's BUFM Position: Q2 2026 in Review

Unique Wealth Strategies sold out of AB Moderate Buffer ETF (BUFM) in Q2 2026, closing a stake of 11,103 shares — an estimated $424K sold.

Unique Wealth Strategies first reported a position in BUFM in Q3 2025 and held it in 3 quarters. The position peaked at $433K in Q4 2025. 0 funds tracked by Wall St. Rank hold BUFM as of Q2 2026.

  • Unique Wealth Strategies reported no remaining AB Moderate Buffer ETF position as of Q2 2026 after selling out during the quarter.
  • Unique Wealth Strategies sold 11,103 AB Moderate Buffer ETF shares in Q2 2026, an estimated $424K.
  • Unique Wealth Strategies first reported a position in AB Moderate Buffer ETF in Q3 2025 and held it in 3 quarters.
  • Unique Wealth Strategies's AB Moderate Buffer ETF position peaked at $433K in Q4 2025.
  • 0 funds tracked by Wall St. Rank held AB Moderate Buffer ETF as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.