Atria Investments’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Atria Investments’s Portfolio BUFZ Stock Details BUFZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.47M	Sell	55,832 -7,372	-12%	-$196K	0.02%	854
2025 Q4	$1.68M	Buy	63,204 +308	+0.5%	+$8.06K	0.02%	807
2025 Q3	$1.63M	Sell	62,896 -120	-0.2%	-$3.05K	0.02%	809
2025 Q2	$1.57M	Sell	63,016 -460,628	-88%	-$11M	0.02%	831
2025 Q1	$12.3M	Buy	523,644 +21,669	+4%	+$520K	0.16%	144
2024 Q4	$12M	Buy	501,975 +25,422	+5%	+$605K	0.15%	156
2024 Q3	$11.2M	Buy	476,553 +466,481	+4,631%	+$10.8M	0.14%	162
2024 Q2	$230K	Buy	+10,072	New	+$226K	﹤0.01%	1740

Other funds holding BUFZ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

Atria Investments's BUFZ Position: Q1 2026 in Review

Atria Investments reduced its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 12% in Q1 2026, selling an estimated $196K and leaving 55,832 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #854.

Atria Investments first reported a position in BUFZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $12.3M in Q1 2025. 123 funds tracked by Wall St. Rank hold BUFZ as of Q1 2026.

Atria Investments held 55,832 shares of FT Vest Laddered Moderate Buffer ETF worth $1.47M as of Q1 2026.
Atria Investments sold 7,372 FT Vest Laddered Moderate Buffer ETF shares in Q1 2026, an estimated $196K.
FT Vest Laddered Moderate Buffer ETF made up 0.02% of Atria Investments's portfolio in Q1 2026, its #854 holding.
Atria Investments first reported a position in FT Vest Laddered Moderate Buffer ETF in Q2 2024 and has held it in 8 quarters since.
Atria Investments's FT Vest Laddered Moderate Buffer ETF position peaked at $12.3M in Q1 2025.
123 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.