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

Perissos Private 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	$3.12M	Buy	85,461 +8,330	+11%	+$298K	2.11%	16
2026 Q1	$2.6M	Buy	77,131 +675	+0.9%	+$23.2K	2.26%	16
2025 Q4	$2.62M	Buy	76,456 +9,601	+14%	+$324K	2.26%	12
2025 Q3	$2.23M	Buy	66,855 +859	+1%	+$28K	1.63%	17
2025 Q2	$2.1M	Buy	65,996 +135	+0.2%	+$4.06K	1.66%	17
2025 Q1	$1.96M	Buy	65,861 +9,604	+17%	+$293K	1.78%	16
2024 Q4	$1.71M	Buy	56,257 +18,298	+48%	+$555K	1.28%	24
2024 Q3	$1.13M	Buy	37,959 +24,189	+176%	+$707K	0.91%	36
2024 Q2	$398K	Buy	+13,770	New	+$389K	0.36%	56

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

Perissos Private Wealth Management's BUFR Position: Q2 2026 in Review

Perissos Private Wealth Management increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 11% in Q2 2026, buying an estimated $298K and bringing the position to 85,461 shares worth $3.12M. The position accounts for 2.11% of the portfolio, ranked #16.

Perissos Private 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.

Perissos Private Wealth Management held 85,461 shares of FT Vest Fund of Buffer ETFs worth $3.12M as of Q2 2026.
Perissos Private Wealth Management bought 8,330 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $298K.
FT Vest Fund of Buffer ETFs made up 2.11% of Perissos Private Wealth Management's portfolio in Q2 2026, its #16 holding.
Perissos Private 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 Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.