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Atria Wealth Solutions’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Atria Wealth Solutions’s Portfolio BUFZ Stock Details BUFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,148
Closed -$242K – 1888
2024
Q4 		$242K Buy
10,148
+763
+8% +$18.2K ﹤0.01% 1684
2024
Q3 		$221K Buy
+9,385
New +$217K ﹤0.01% 1718

Other funds holding BUFZ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Atria Wealth Solutions's BUFZ Position: Q1 2025 in Review

Atria Wealth Solutions sold out of FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q1 2025, closing a stake of 10,148 shares — an estimated $242K sold.

Atria Wealth Solutions first reported a position in BUFZ in Q3 2024 and held it in 2 quarters. The position peaked at $242K in Q4 2024. 88 funds tracked by Wall St. Rank hold BUFZ as of Q1 2025.

  • Atria Wealth Solutions reported no remaining FT Vest Laddered Moderate Buffer ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,148 FT Vest Laddered Moderate Buffer ETF shares in Q1 2025, an estimated $242K.
  • Atria Wealth Solutions first reported a position in FT Vest Laddered Moderate Buffer ETF in Q3 2024 and held it in 2 quarters.
  • Atria Wealth Solutions's FT Vest Laddered Moderate Buffer ETF position peaked at $242K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.