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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

Other funds holding BUFG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Atria Wealth Solutions sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q2 2025, closing a stake of 17,918 shares — an estimated $426K sold.

Atria Wealth Solutions first reported a position in BUFG in Q2 2022 and held it in 12 quarters. The position peaked at $734K in Q4 2024. 89 funds tracked by Wall St. Rank hold BUFG as of Q2 2025.

  • Atria Wealth Solutions reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 17,918 FT Vest Buffered Allocation Growth ETF shares in Q2 2025, an estimated $426K.
  • Atria Wealth Solutions first reported a position in FT Vest Buffered Allocation Growth ETF in Q2 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's FT Vest Buffered Allocation Growth ETF position peaked at $734K in Q4 2024.
  • 89 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2025.

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