Atlas Private Wealth Advisors’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Atlas Private Wealth Advisors’s Portfolio BUFD Stock Details BUFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.09M	Sell	70,452 -5,885	-8%	-$172K	0.46%	39
2026 Q1	$2.14M	Sell	76,337 -7,398	-9%	-$209K	0.5%	37
2025 Q4	$2.36M	Sell	83,735 -7,448	-8%	-$208K	0.55%	35
2025 Q3	$2.52M	Sell	91,183 -116,515	-56%	-$3.16M	0.62%	33
2025 Q2	$5.52M	Sell	207,698 -70,622	-25%	-$1.79M	0.71%	33
2025 Q1	$6.94M	Buy	278,320 +76,758	+38%	+$1.96M	0.97%	27
2024 Q4	$5.14M	Buy	+201,562	New	+$5.12M	0.73%	23

Other funds holding BUFD

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FIS

Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atlas Private Wealth Advisors's BUFD Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 7.7% in Q2 2026, selling an estimated $172K and leaving 70,452 shares worth $2.09M. The position accounts for 0.46% of the portfolio, ranked #39.

Atlas Private Wealth Advisors first reported a position in BUFD in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.94M in Q1 2025. 95 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Atlas Private Wealth Advisors held 70,452 shares of FT Vest Fund of Deep Buffer ETFs worth $2.09M as of Q2 2026.
Atlas Private Wealth Advisors sold 5,885 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $172K.
FT Vest Fund of Deep Buffer ETFs made up 0.46% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #39 holding.
Atlas Private Wealth Advisors first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2024 and has held it in 7 quarters since.
Atlas Private Wealth Advisors's FT Vest Fund of Deep Buffer ETFs position peaked at $6.94M in Q1 2025.
95 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.