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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$476K	Hold	13,028	–	–	0.1%	90
2026 Q1	$440K	Hold	13,028	–	–	0.1%	85
2025 Q4	$446K	Hold	13,028	–	–	0.1%	89
2025 Q3	$435K	Sell	13,028 -13,028	-50%	-$425K	0.11%	90
2025 Q2	$829K	Sell	26,056 -18,860	-42%	-$568K	0.11%	93
2025 Q1	$1.33M	Sell	44,916 -20,048	-31%	-$613K	0.19%	68
2024 Q4	$1.98M	Buy	+64,964	New	+$1.97M	0.28%	53

Other funds holding BUFR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Atlas Private Wealth Advisors held its FT Vest Fund of Buffer ETFs (BUFR) position steady in Q2 2026 at 13,028 shares worth $476K. The position accounts for 0.1% of the portfolio, ranked #90.

Atlas Private Wealth Advisors first reported a position in BUFR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.98M in Q4 2024. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Atlas Private Wealth Advisors held 13,028 shares of FT Vest Fund of Buffer ETFs worth $476K as of Q2 2026.
Atlas Private Wealth Advisors left its FT Vest Fund of Buffer ETFs share count unchanged in Q2 2026.
FT Vest Fund of Buffer ETFs made up 0.1% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #90 holding.
Atlas Private Wealth Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 7 quarters since.
Atlas Private Wealth Advisors's FT Vest Fund of Buffer ETFs position peaked at $1.98M in Q4 2024.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

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