Atria Investments’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Atria Investments’s Portfolio BUFG Stock Details BUFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$268K	Buy	9,157 +1,160	+15%	+$33.3K	﹤0.01%	1918
2026 Q1	$215K	Buy	7,997 +1	+0%	+$28	﹤0.01%	1948
2025 Q4	$220K	Sell	7,996 -814	-9%	-$22.1K	﹤0.01%	1917
2025 Q3	$237K	Sell	8,810 -36	-0.4%	-$944	﹤0.01%	1852
2025 Q2	$226K	Buy	+8,846	New	+$214K	﹤0.01%	1855
2024 Q4	–	Sell	-58,885	Closed	-$1.42M	–	1864
2024 Q3	$1.42M	Buy	58,885 +4,052	+7%	+$95K	0.02%	806
2024 Q2	$1.27M	Sell	54,833 -422	-0.8%	-$9.54K	0.02%	819
2024 Q1	$1.24M	Buy	55,255 +1,012	+2%	+$22.1K	0.02%	857
2023 Q4	$1.15M	Sell	54,243 -686	-1%	-$13.9K	0.02%	839
2023 Q3	$1.08M	Sell	54,929 -1,057	-2%	-$21.4K	0.02%	809
2023 Q2	$1.13M	Sell	55,986 -948	-2%	-$18.3K	0.02%	779
2023 Q1	$1.08M	Buy	+56,934	New	+$1.06M	0.02%	777
2022 Q2	–	Sell	-205,233	Closed	-$4.07M	–	768
2022 Q1	$4.07M	Buy	205,233 +16,174	+9%	+$317K	0.07%	333
2021 Q4	$3.84M	Buy	+189,059	New	+$3.81M	0.07%	352

Other funds holding BUFG

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

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

CWA

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Atria Investments's BUFG Position: Q2 2026 in Review

Atria Investments increased its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 15% in Q2 2026, buying an estimated $33.3K and bringing the position to 9,157 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1918.

Atria Investments first reported a position in BUFG in Q4 2021 and has held it in 14 quarters since. The position peaked at $4.07M in Q1 2022. 89 funds tracked by Wall St. Rank hold BUFG as of Q2 2026.

Atria Investments held 9,157 shares of FT Vest Buffered Allocation Growth ETF worth $268K as of Q2 2026.
Atria Investments bought 1,160 FT Vest Buffered Allocation Growth ETF shares in Q2 2026, an estimated $33.3K.
FT Vest Buffered Allocation Growth ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1918 holding.
Atria Investments first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2021 and has held it in 14 quarters since.
Atria Investments's FT Vest Buffered Allocation Growth ETF position peaked at $4.07M in Q1 2022.
89 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2026.

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