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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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return