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Perigon Wealth Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Perigon Wealth Management’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
2024
Q3 		– Sell
-9,316
Closed -$227K – 997
2024
Q2 		$227K Buy
+9,316
New +$222K 0.01% 777

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CAM
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Truist Financial
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Perigon Wealth Management's BUFD Position: Q3 2024 in Review

Perigon Wealth Management sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q3 2024, closing a stake of 9,316 shares — an estimated $227K sold.

Perigon Wealth Management first reported a position in BUFD in Q2 2024 and held it in 1 quarter. The position peaked at $227K in Q2 2024. 151 funds tracked by Wall St. Rank hold BUFD as of Q3 2024.

  • Perigon Wealth Management reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q3 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 9,316 FT Vest Fund of Deep Buffer ETFs shares in Q3 2024, an estimated $227K.
  • Perigon Wealth Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q2 2024 and held it in 1 quarter.
  • Perigon Wealth Management's FT Vest Fund of Deep Buffer ETFs position peaked at $227K in Q2 2024.
  • 151 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q3 2024.

Based on Perigon Wealth Management's 13F filing for Q3 2024, filed 16 Oct 2024.