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 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

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

Perigon Wealth Management's BUFR Position: Q2 2026 in Review

Perigon Wealth Management increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 7.5% in Q2 2026, buying an estimated $170K and bringing the position to 68,010 shares worth $2.48M. The position accounts for 0.04% of the portfolio, ranked #364.

Perigon Wealth Management first reported a position in BUFR in Q2 2024 and has held it in 9 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Perigon Wealth Management held 68,010 shares of FT Vest Fund of Buffer ETFs worth $2.48M as of Q2 2026.
Perigon Wealth Management bought 4,754 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $170K.
FT Vest Fund of Buffer ETFs made up 0.04% of Perigon Wealth Management's portfolio in Q2 2026, its #364 holding.
Perigon Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q2 2024 and has held it in 9 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.