Atria Investments’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Atria Investments’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	$4.36M	Sell	146,790 -444	-0.3%	-$13K	0.04%	428
2026 Q1	$4.12M	Sell	147,234 -5,654	-4%	-$160K	0.05%	433
2025 Q4	$4.32M	Buy	152,888 +31,197	+26%	+$870K	0.05%	432
2025 Q3	$3.36M	Buy	121,691 +105,411	+647%	+$2.86M	0.04%	534
2025 Q2	$432K	Buy	+16,280	New	+$412K	0.01%	1504
2023 Q1	–	Sell	-778,511	Closed	-$15.3M	–	822
2022 Q4	$15.3M	Sell	778,511 -74,435	-9%	-$1.46M	0.31%	67
2022 Q3	$16.3M	Buy	852,946 +56,616	+7%	+$1.12M	0.36%	52
2022 Q2	$15.6M	Buy	796,330 +425,115	+115%	+$8.6M	0.33%	60
2022 Q1	$7.88M	Buy	371,215 +14,302	+4%	+$300K	0.14%	177
2021 Q4	$7.61M	Buy	+356,913	New	+$7.53M	0.14%	183

Other funds holding BUFD

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

GHA

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

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

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

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

CWA

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

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

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

Atria Investments's BUFD Position: Q2 2026 in Review

Atria Investments reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 0.3% in Q2 2026, selling an estimated $13K and leaving 146,790 shares worth $4.36M. The position accounts for 0.04% of the portfolio, ranked #428.

Atria Investments first reported a position in BUFD in Q4 2021 and has held it in 10 quarters since. The position peaked at $16.3M in Q3 2022. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Atria Investments held 146,790 shares of FT Vest Fund of Deep Buffer ETFs worth $4.36M as of Q2 2026.
Atria Investments sold 444 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $13K.
FT Vest Fund of Deep Buffer ETFs made up 0.04% of Atria Investments's portfolio in Q2 2026, its #428 holding.
Atria Investments first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2021 and has held it in 10 quarters since.
Atria Investments's FT Vest Fund of Deep Buffer ETFs position peaked at $16.3M in Q3 2022.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.