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

Perigon Wealth Management’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 Q3	$2.69M	Buy	71,848 +3,838	+6%	+$142K	0.04%	342
2026 Q2	$2.48M	Buy	68,010 +4,754	+8%	+$170K	0.04%	364
2026 Q1	$2.14M	Sell	63,256 -753	-1%	-$25.9K	0.04%	364
2025 Q4	$2.19M	Buy	64,009 +424	+0.7%	+$14.3K	0.04%	352
2025 Q3	$2.13M	Buy	63,585 +6,829	+12%	+$223K	0.04%	341
2025 Q2	$1.8M	Buy	56,756 +17,965	+46%	+$541K	0.04%	351
2025 Q1	$1.15M	Buy	38,791 +588	+2%	+$18K	0.03%	419
2024 Q4	$1.17M	Sell	38,203 -519	-1%	-$15.7K	0.03%	408
2024 Q3	$1.16M	Buy	38,722 +1,219	+3%	+$35.6K	0.03%	399
2024 Q2	$1.08M	Buy	+37,503	New	+$1.06M	0.03%	357

Other funds holding BUFR

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Reyes Financial Architecture San Diego, California $162M AUM 20.04% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Perigon Wealth Management's BUFR Position: Q3 2026 in Review

Perigon Wealth Management increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 5.6% in Q3 2026, buying an estimated $142K and bringing the position to 71,848 shares worth $2.69M. The position accounts for 0.04% of the portfolio, ranked #342.

Perigon Wealth Management first reported a position in BUFR in Q2 2024 and has held it in 10 quarters since. 190 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

Perigon Wealth Management held 71,848 shares of FT Vest Fund of Buffer ETFs worth $2.69M as of Q3 2026.
Perigon Wealth Management bought 3,838 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $142K.
FT Vest Fund of Buffer ETFs made up 0.04% of Perigon Wealth Management's portfolio in Q3 2026, its #342 holding.
Perigon Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q2 2024 and has held it in 10 quarters since.
190 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.