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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.8M Buy
56,756
+17,965
+46% +$571K 0.04% 351
2025
Q1
$1.15M Buy
38,791
+588
+2% +$17.5K 0.03% 419
2024
Q4
$1.17M Sell
38,203
-519
-1% -$15.9K 0.03% 408
2024
Q3
$1.16M Buy
38,722
+1,219
+3% +$36.4K 0.03% 395
2024
Q2
$1.08M Buy
+37,503
New +$1.08M 0.03% 357