Perennial Investment Advisors’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Perennial Investment Advisors’s Portfolio BUFD Stock Details BUFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.93M	Sell	98,547 -11,982	-11%	-$351K	0.19%	103
2026 Q1	$3.09M	Sell	110,529 -1,825	-2%	-$51.7K	0.25%	86
2025 Q4	$3.17M	Sell	112,354 -1,974	-2%	-$55.1K	0.25%	83
2025 Q3	$3.16M	Buy	114,328 +2,227	+2%	+$60.3K	0.26%	78
2025 Q2	$2.98M	Buy	+112,101	New	+$2.83M	0.29%	75

Other funds holding BUFD

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

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 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

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

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

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

Perennial Investment Advisors's BUFD Position: Q2 2026 in Review

Perennial Investment Advisors reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 11% in Q2 2026, selling an estimated $351K and leaving 98,547 shares worth $2.93M. The position accounts for 0.19% of the portfolio, ranked #103.

Perennial Investment Advisors first reported a position in BUFD in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.17M in Q4 2025. 217 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Perennial Investment Advisors held 98,547 shares of FT Vest Fund of Deep Buffer ETFs worth $2.93M as of Q2 2026.
Perennial Investment Advisors sold 11,982 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $351K.
FT Vest Fund of Deep Buffer ETFs made up 0.19% of Perennial Investment Advisors's portfolio in Q2 2026, its #103 holding.
Perennial Investment Advisors first reported a position in FT Vest Fund of Deep Buffer ETFs in Q2 2025 and has held it in 5 quarters since.
Perennial Investment Advisors's FT Vest Fund of Deep Buffer ETFs position peaked at $3.17M in Q4 2025.
217 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.