PPWM
BUFR icon

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return