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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$17.1M	Sell	535,930 -537,052	-50%	-$16.2M	0.39%	52
2025 Q1	$31.9M	Sell	1,072,982 -301,714	-22%	-$9.22M	0.38%	45
2024 Q4	$41.9M	Buy	1,374,696 +59,556	+5%	+$1.81M	0.46%	36
2024 Q3	$39.3M	Buy	1,315,140 +105,063	+9%	+$3.07M	0.43%	38
2024 Q2	$35M	Buy	1,210,077 +95,667	+9%	+$2.7M	0.39%	47
2024 Q1	$31.2M	Buy	1,114,410 +132,210	+13%	+$3.6M	0.35%	45
2023 Q4	$26.1M	Sell	982,200 -36,231	-4%	-$916K	0.33%	55
2023 Q3	$24.9M	Buy	1,018,431 +64,385	+7%	+$1.62M	0.35%	55
2023 Q2	$23.9M	Sell	954,046 -135,598	-12%	-$3.25M	0.33%	58
2023 Q1	$25.6M	Buy	1,089,644 +163,148	+18%	+$3.74M	0.38%	48
2022 Q4	$20.6M	Buy	926,496 +101,567	+12%	+$2.24M	0.33%	69
2022 Q3	$17.2M	Buy	824,929 +40,152	+5%	+$893K	0.3%	76
2022 Q2	$16.8M	Buy	784,777 +195,576	+33%	+$4.38M	0.32%	71
2022 Q1	$14M	Buy	+589,201	New	+$13.8M	0.23%	89

Other funds holding BUFR

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Atria Wealth Solutions reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 50% in Q2 2025, selling an estimated $16.2M and leaving 535,930 shares worth $17.1M. The position accounts for 0.39% of the portfolio, ranked #52.

Atria Wealth Solutions first reported a position in BUFR in Q1 2022 and has held it in 14 quarters since. The position peaked at $41.9M in Q4 2024. 439 funds tracked by Wall St. Rank hold BUFR as of Q2 2025.

Atria Wealth Solutions held 535,930 shares of FT Vest Fund of Buffer ETFs worth $17.1M as of Q2 2025.
Atria Wealth Solutions sold 537,052 FT Vest Fund of Buffer ETFs shares in Q2 2025, an estimated $16.2M.
FT Vest Fund of Buffer ETFs made up 0.39% of Atria Wealth Solutions's portfolio in Q2 2025, its #52 holding.
Atria Wealth Solutions first reported a position in FT Vest Fund of Buffer ETFs in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's FT Vest Fund of Buffer ETFs position peaked at $41.9M in Q4 2024.
439 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2025.

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