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

Atria Wealth Solutions’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
2025
Q2 		– Sell
-17,918
Closed -$426K – 1514
2025
Q1 		$426K Sell
17,918
-12,025
-40% -$295K 0.01% 1277
2024
Q4 		$734K Buy
29,943
+700
+2% +$17.1K 0.01% 1052
2024
Q3 		$705K Sell
29,243
-128
-0.4% -$3K 0.01% 1069
2024
Q2 		$681K Sell
29,371
-869
-3% -$19.6K 0.01% 1068
2024
Q1 		$681K Buy
30,240
+1,546
+5% +$33.8K 0.01% 1103
2023
Q4 		$611K Buy
28,694
+1,436
+5% +$29.2K 0.01% 1111
2023
Q3 		$536K Buy
27,258
+1,756
+7% +$35.6K 0.01% 1098
2023
Q2 		$515K Buy
25,502
+2,939
+13% +$56.9K 0.01% 1147
2023
Q1 		$428K Buy
22,563
+7,120
+46% +$132K 0.01% 1215
2022
Q4 		$277K Buy
15,443
+583
+4% +$10.4K ﹤0.01% 1412
2022
Q3 		$251K Buy
14,860
+1,302
+10% +$23.8K ﹤0.01% 1413
2022
Q2 		$239K Buy
+13,558
New +$252K ﹤0.01% 1345

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