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

Atria Investments’s Portfolio BUFR Stock Details BUFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.34M	Buy	173,474 +6,336	+4%	+$227K	0.06%	326
2026 Q1	$5.64M	Sell	167,138 -49,078	-23%	-$1.69M	0.06%	336
2025 Q4	$7.41M	Sell	216,216 -22,152	-9%	-$748K	0.08%	263
2025 Q3	$7.97M	Buy	238,368 +4,576	+2%	+$149K	0.09%	246
2025 Q2	$7.43M	Sell	233,792 -73,785	-24%	-$2.22M	0.09%	264
2025 Q1	$9.13M	Sell	307,577 -89,798	-23%	-$2.74M	0.12%	204
2024 Q4	$12.1M	Buy	397,375 +12,658	+3%	+$384K	0.15%	151
2024 Q3	$11.5M	Buy	384,717 +275,595	+253%	+$8.05M	0.14%	155
2024 Q2	$3.16M	Sell	109,122 -34,833	-24%	-$983K	0.04%	479
2024 Q1	$4.02M	Sell	143,955 -437	-0.3%	-$11.9K	0.06%	400
2023 Q4	$3.84M	Buy	144,392 +61,582	+74%	+$1.56M	0.06%	365
2023 Q3	$2.03M	Buy	82,810 +28,124	+51%	+$707K	0.04%	561
2023 Q2	$1.37M	Buy	54,686 +11,472	+27%	+$275K	0.02%	704
2023 Q1	$1.01M	Buy	+43,214	New	+$991K	0.02%	804

Other funds holding BUFR

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Atria Investments's BUFR Position: Q2 2026 in Review

Atria Investments increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 3.8% in Q2 2026, buying an estimated $227K and bringing the position to 173,474 shares worth $6.34M. The position accounts for 0.06% of the portfolio, ranked #326.

Atria Investments first reported a position in BUFR in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.1M in Q4 2024. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Atria Investments held 173,474 shares of FT Vest Fund of Buffer ETFs worth $6.34M as of Q2 2026.
Atria Investments bought 6,336 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $227K.
FT Vest Fund of Buffer ETFs made up 0.06% of Atria Investments's portfolio in Q2 2026, its #326 holding.
Atria Investments first reported a position in FT Vest Fund of Buffer ETFs in Q1 2023 and has held it in 14 quarters since.
Atria Investments's FT Vest Fund of Buffer ETFs position peaked at $12.1M in Q4 2024.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

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