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

Perennial Investment Advisors’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 Q1	$3.33M	Buy	98,500 +2,720	+3%	+$93.4K	0.27%	80
2025 Q4	$3.28M	Buy	95,780 +660	+0.7%	+$22.3K	0.26%	77
2025 Q3	$3.18M	Buy	95,120 +558	+0.6%	+$18.2K	0.26%	77
2025 Q2	$3.01M	Sell	94,562 -2,433	-3%	-$73.2K	0.29%	74
2025 Q1	$2.88M	Buy	96,995 +1,066	+1%	+$32.6K	0.32%	63
2024 Q4	$2.92M	Buy	95,929 +5,561	+6%	+$169K	0.34%	62
2024 Q3	$2.7M	Buy	90,368 +8,398	+10%	+$245K	0.35%	59
2024 Q2	$2.37M	Buy	81,970 +1,893	+2%	+$53.4K	0.34%	60
2024 Q1	$2.24M	Buy	80,077 +24,347	+44%	+$664K	0.34%	60
2023 Q4	$1.48M	Buy	+55,730	New	+$1.41M	0.25%	75

Other funds holding BUFR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Perennial Investment Advisors's BUFR Position: Q1 2026 in Review

Perennial Investment Advisors increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 2.8% in Q1 2026, buying an estimated $93.4K and bringing the position to 98,500 shares worth $3.33M. The position accounts for 0.27% of the portfolio, ranked #80.

Perennial Investment Advisors first reported a position in BUFR in Q4 2023 and has held it in 10 quarters since. 502 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

Perennial Investment Advisors held 98,500 shares of FT Vest Fund of Buffer ETFs worth $3.33M as of Q1 2026.
Perennial Investment Advisors bought 2,720 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $93.4K.
FT Vest Fund of Buffer ETFs made up 0.27% of Perennial Investment Advisors's portfolio in Q1 2026, its #80 holding.
Perennial Investment Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 10 quarters since.
502 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.