Atria Wealth Solutions’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Atria Wealth Solutions’s Portfolio BUFQ Stock Details BUFQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.83M	Buy	55,002 +14,278	+35%	+$442K	0.04%	444
2025 Q1	$1.22M	Sell	40,724 -48,562	-54%	-$1.52M	0.01%	804
2024 Q4	$2.81M	Buy	89,286 +9,301	+12%	+$289K	0.03%	524
2024 Q3	$2.43M	Buy	79,985 +10,573	+15%	+$313K	0.03%	559
2024 Q2	$2.05M	Buy	69,412 +16,561	+31%	+$475K	0.02%	619
2024 Q1	$1.5M	Buy	52,851 +26,944	+104%	+$747K	0.02%	736
2023 Q4	$699K	Buy	+25,907	New	+$673K	0.01%	1035
2023 Q2	–	Sell	-103,851	Closed	-$2.39M	–	1880
2023 Q1	$2.39M	Buy	103,851 +3,464	+3%	+$74.8K	0.04%	486
2022 Q4	$2M	Buy	+100,387	New	+$2.05M	0.03%	516

Other funds holding BUFQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

CAM

Creekmur Asset Management Morton, Illinois $2.07M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Atria Wealth Solutions increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 35% in Q2 2025, buying an estimated $442K and bringing the position to 55,002 shares worth $1.83M. The position accounts for 0.04% of the portfolio, ranked #444.

Atria Wealth Solutions first reported a position in BUFQ in Q4 2022 and has held it in 9 quarters since. The position peaked at $2.81M in Q4 2024. 138 funds tracked by Wall St. Rank hold BUFQ as of Q2 2025.

Atria Wealth Solutions held 55,002 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $1.83M as of Q2 2025.
Atria Wealth Solutions bought 14,278 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2025, an estimated $442K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #444 holding.
Atria Wealth Solutions first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q4 2022 and has held it in 9 quarters since.
Atria Wealth Solutions's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $2.81M in Q4 2024.
138 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2025.

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