Atria Investments’s FT Vest Laddered Enhance & Moderate Buffer ETF BUFX Stock Holding History

Atria Investments’s Portfolio BUFX Stock Details BUFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.7M	Buy	167,088 +2,522	+2%	+$55.2K	0.04%	489
2026 Q1	$3.47M	Sell	164,566 -6,489	-4%	-$138K	0.04%	490
2025 Q4	$3.63M	Buy	171,055 +40,431	+31%	+$848K	0.04%	484
2025 Q3	$2.72M	Buy	+130,624	New	+$2.68M	0.03%	597

Other funds holding BUFX

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

SFPG

Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

BWM

Benson Wealth Management Ooltewah, Tn, Tennessee $99.4M AUM

Atria Investments's BUFX Position: Q2 2026 in Review

Atria Investments increased its FT Vest Laddered Enhance & Moderate Buffer ETF (BUFX) stake by 1.5% in Q2 2026, buying an estimated $55.2K and bringing the position to 167,088 shares worth $3.7M. The position accounts for 0.04% of the portfolio, ranked #489.

Atria Investments first reported a position in BUFX in Q3 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold BUFX as of Q2 2026.

Atria Investments held 167,088 shares of FT Vest Laddered Enhance & Moderate Buffer ETF worth $3.7M as of Q2 2026.
Atria Investments bought 2,522 FT Vest Laddered Enhance & Moderate Buffer ETF shares in Q2 2026, an estimated $55.2K.
FT Vest Laddered Enhance & Moderate Buffer ETF made up 0.04% of Atria Investments's portfolio in Q2 2026, its #489 holding.
Atria Investments first reported a position in FT Vest Laddered Enhance & Moderate Buffer ETF in Q3 2025 and has held it in 4 quarters since.
14 funds tracked by Wall St. Rank held FT Vest Laddered Enhance & Moderate Buffer ETF as of Q2 2026.

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