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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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return