IWC
BUFD icon

Integrated Wealth Concepts’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Integrated Wealth Concepts’s Portfolio BUFD Stock Details BUFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.42M Buy
229,443
+52,337
+30% +$1.48M 0.05% 351
2025
Q4 		$5M Buy
177,106
+15,840
+10% +$442K 0.06% 291
2025
Q3 		$4.46M Buy
161,266
+26,284
+19% +$712K 0.04% 408
2025
Q2 		$3.59M Buy
134,982
+17,871
+15% +$452K 0.04% 429
2025
Q1 		$2.92M Buy
117,111
+9,763
+9% +$250K 0.03% 474
2024
Q4 		$2.74M Buy
107,348
+6,625
+7% +$168K 0.03% 460
2024
Q3 		$2.52M Buy
100,723
+21,370
+27% +$525K 0.03% 485
2024
Q2 		$1.93M Buy
79,353
+20,391
+35% +$486K 0.03% 519
2024
Q1 		$1.39M Buy
58,962
+17,112
+41% +$396K 0.02% 630
2023
Q4 		$950K Buy
41,850
+24,644
+143% +$538K 0.02% 743
2023
Q3 		$366K Buy
+17,206
New +$372K 0.01% 1132

Other funds holding BUFD

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return