Paragon Private Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Paragon Private Wealth Management’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
2026 Q2	$895K	Hold	24,511	–	–	0.23%	108
2026 Q1	$828K	Sell	24,511 -194	-0.8%	-$6.66K	0.26%	105
2025 Q4	$846K	Hold	24,705	–	–	0.26%	107
2025 Q3	$826K	Sell	24,705 -51	-0.2%	-$1.66K	0.27%	108
2025 Q2	$787K	Sell	24,756 -8	-0%	-$241	0.31%	95
2025 Q1	$735K	Buy	24,764 +1,998	+9%	+$61.1K	0.34%	82
2024 Q4	$694K	Buy	+22,766	New	+$690K	0.32%	88

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Paragon Private Wealth Management's BUFR Position: Q2 2026 in Review

Paragon Private Wealth Management held its FT Vest Fund of Buffer ETFs (BUFR) position steady in Q2 2026 at 24,511 shares worth $895K. The position accounts for 0.23% of the portfolio, ranked #108.

Paragon Private Wealth Management first reported a position in BUFR in Q4 2024 and has held it in 7 quarters since. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Paragon Private Wealth Management held 24,511 shares of FT Vest Fund of Buffer ETFs worth $895K as of Q2 2026.
Paragon Private Wealth Management left its FT Vest Fund of Buffer ETFs share count unchanged in Q2 2026.
FT Vest Fund of Buffer ETFs made up 0.23% of Paragon Private Wealth Management's portfolio in Q2 2026, its #108 holding.
Paragon Private Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 7 quarters since.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.