Atlas Private Wealth Advisors’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.08M	Sell	74,601 -1,195	-2%	-$32.8K	0.46%	40
2026 Q1	$1.99M	Sell	75,796 -8,128	-10%	-$216K	0.47%	41
2025 Q4	$2.23M	Sell	83,924 -3,016	-3%	-$78.9K	0.52%	40
2025 Q3	$2.25M	Sell	86,940 -92,922	-52%	-$2.36M	0.55%	36
2025 Q2	$4.48M	Sell	179,862 -18,298	-9%	-$435K	0.58%	36
2025 Q1	$4.66M	Sell	198,160 -423,612	-68%	-$10.2M	0.65%	33
2024 Q4	$14.9M	Buy	621,772 +240,130	+63%	+$5.72M	2.11%	16
2024 Q3	$8.98M	Buy	+381,642	New	+$8.81M	1.3%	19

Other funds holding BUFZ

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

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

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

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

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

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

KAS

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

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

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

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

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

Atlas Private Wealth Advisors reduced its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 1.6% in Q2 2026, selling an estimated $32.8K and leaving 74,601 shares worth $2.08M. The position accounts for 0.46% of the portfolio, ranked #40.

Atlas Private Wealth Advisors first reported a position in BUFZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.9M in Q4 2024. 142 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

Atlas Private Wealth Advisors held 74,601 shares of FT Vest Laddered Moderate Buffer ETF worth $2.08M as of Q2 2026.
Atlas Private Wealth Advisors sold 1,195 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $32.8K.
FT Vest Laddered Moderate Buffer ETF made up 0.46% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #40 holding.
Atlas Private Wealth Advisors first reported a position in FT Vest Laddered Moderate Buffer ETF in Q3 2024 and has held it in 8 quarters since.
Atlas Private Wealth Advisors's FT Vest Laddered Moderate Buffer ETF position peaked at $14.9M in Q4 2024.
142 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

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