Atria Wealth Solutions’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$902K	Sell	33,946 -144,422	-81%	-$3.65M	0.02%	678
2025 Q1	$4.45M	Sell	178,368 -83,744	-32%	-$2.14M	0.05%	371
2024 Q4	$6.69M	Buy	262,112 +15,379	+6%	+$390K	0.07%	279
2024 Q3	$6.18M	Buy	246,733 +31,752	+15%	+$780K	0.07%	297
2024 Q2	$5.23M	Sell	214,981 -1,750	-0.8%	-$41.7K	0.06%	329
2024 Q1	$5.11M	Buy	216,731 +31,139	+17%	+$721K	0.06%	333
2023 Q4	$4.21M	Buy	185,592 +5,598	+3%	+$122K	0.05%	357
2023 Q3	$3.82M	Buy	179,994 +29,146	+19%	+$630K	0.05%	358
2023 Q2	$3.25M	Buy	150,848 +29,949	+25%	+$622K	0.04%	415
2023 Q1	$2.47M	Buy	120,899 +49,136	+68%	+$986K	0.04%	472
2022 Q4	$1.41M	Sell	71,763 -375	-0.5%	-$7.38K	0.02%	624
2022 Q3	$1.38M	Sell	72,138 -1,966	-3%	-$39K	0.02%	608
2022 Q2	$1.45M	Buy	74,104 +9,820	+15%	+$199K	0.03%	552
2022 Q1	$1.36M	Buy	+64,284	New	+$1.35M	0.02%	611

Other funds holding BUFD

LPL Financial San Diego, California $377B 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

CAM

Creekmur Asset Management Morton, Illinois $1.33M AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

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

Atria Wealth Solutions's BUFD Position: Q2 2025 in Review

Atria Wealth Solutions reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 81% in Q2 2025, selling an estimated $3.65M and leaving 33,946 shares worth $902K. The position accounts for 0.02% of the portfolio, ranked #678.

Atria Wealth Solutions first reported a position in BUFD in Q1 2022 and has held it in 14 quarters since. The position peaked at $6.69M in Q4 2024. 168 funds tracked by Wall St. Rank hold BUFD as of Q2 2025.

Atria Wealth Solutions held 33,946 shares of FT Vest Fund of Deep Buffer ETFs worth $902K as of Q2 2025.
Atria Wealth Solutions sold 144,422 FT Vest Fund of Deep Buffer ETFs shares in Q2 2025, an estimated $3.65M.
FT Vest Fund of Deep Buffer ETFs made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #678 holding.
Atria Wealth Solutions first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's FT Vest Fund of Deep Buffer ETFs position peaked at $6.69M in Q4 2024.
168 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.