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 Q2	$21.8M	Buy	733,743 +504,300	+220%	+$14.8M	0.11%	184
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Integrated Wealth Concepts's BUFD Position: Q2 2026 in Review

Integrated Wealth Concepts increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 220% in Q2 2026, buying an estimated $14.8M and bringing the position to 733,743 shares worth $21.8M. The position accounts for 0.11% of the portfolio, ranked #184.

Integrated Wealth Concepts first reported a position in BUFD in Q3 2023 and has held it in 12 quarters since. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Integrated Wealth Concepts held 733,743 shares of FT Vest Fund of Deep Buffer ETFs worth $21.8M as of Q2 2026.
Integrated Wealth Concepts bought 504,300 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $14.8M.
FT Vest Fund of Deep Buffer ETFs made up 0.11% of Integrated Wealth Concepts's portfolio in Q2 2026, its #184 holding.
Integrated Wealth Concepts first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2023 and has held it in 12 quarters since.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.