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 Q2	$3.58M	Sell	97,866 -634	-0.6%	-$22.7K	0.24%	84
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 $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

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

Perennial Investment Advisors reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 0.64% in Q2 2026, selling an estimated $22.7K and leaving 97,866 shares worth $3.58M. The position accounts for 0.24% of the portfolio, ranked #84.

Perennial Investment Advisors first reported a position in BUFR in Q4 2023 and has held it in 11 quarters since. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Perennial Investment Advisors held 97,866 shares of FT Vest Fund of Buffer ETFs worth $3.58M as of Q2 2026.
Perennial Investment Advisors sold 634 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $22.7K.
FT Vest Fund of Buffer ETFs made up 0.24% of Perennial Investment Advisors's portfolio in Q2 2026, its #84 holding.
Perennial Investment Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 11 quarters since.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

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