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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Atlas Private Wealth Advisors's BUFZ Position: Q1 2026 in Review

Atlas Private Wealth Advisors reduced its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 9.7% in Q1 2026, selling an estimated $216K and leaving 75,796 shares worth $1.99M. The position accounts for 0.47% of the portfolio, ranked #41.

Atlas Private Wealth Advisors first reported a position in BUFZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $14.9M in Q4 2024. 123 funds tracked by Wall St. Rank hold BUFZ as of Q1 2026.

  • Atlas Private Wealth Advisors held 75,796 shares of FT Vest Laddered Moderate Buffer ETF worth $1.99M as of Q1 2026.
  • Atlas Private Wealth Advisors sold 8,128 FT Vest Laddered Moderate Buffer ETF shares in Q1 2026, an estimated $216K.
  • FT Vest Laddered Moderate Buffer ETF made up 0.47% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #41 holding.
  • Atlas Private Wealth Advisors first reported a position in FT Vest Laddered Moderate Buffer ETF in Q3 2024 and has held it in 7 quarters since.
  • Atlas Private Wealth Advisors's FT Vest Laddered Moderate Buffer ETF position peaked at $14.9M in Q4 2024.
  • 123 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.