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Integrated Wealth Concepts’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Integrated Wealth Concepts’s Portfolio BUFG Stock Details BUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.82M Sell
105,035
-851
-0.8% -$23.4K 0.02% 633
2025
Q4 		$2.91M Buy
105,886
+6,829
+7% +$186K 0.03% 433
2025
Q3 		$2.67M Sell
99,057
-46,446
-32% -$1.22M 0.02% 573
2025
Q2 		$3.72M Buy
145,503
+6,143
+4% +$148K 0.04% 412
2025
Q1 		$3.32M Sell
139,360
-2,539
-2% -$62.4K 0.04% 428
2024
Q4 		$3.48M Buy
141,899
+3,290
+2% +$80.5K 0.04% 382
2024
Q3 		$3.34M Sell
138,609
-7,295
-5% -$171K 0.04% 387
2024
Q2 		$3.38M Sell
145,904
-3,565
-2% -$80.6K 0.05% 357
2024
Q1 		$3.37M Buy
149,469
+20,278
+16% +$444K 0.05% 357
2023
Q4 		$2.75M Sell
129,191
-10,432
-7% -$212K 0.05% 372
2023
Q3 		$2.75M Sell
139,623
-5,692
-4% -$115K 0.05% 345
2023
Q2 		$2.93M Sell
145,315
-1,330
-0.9% -$25.7K 0.05% 337
2023
Q1 		$2.78M Sell
146,645
-11,017
-7% -$204K 0.06% 310
2022
Q4 		$2.83M Buy
157,662
+138,977
+744% +$2.49M 0.08% 243
2022
Q3 		$315K Buy
18,685
+500
+3% +$9.12K 0.01% 719
2022
Q2 		$321K Buy
18,185
+6,569
+57% +$122K 0.01% 737
2022
Q1 		$230K Buy
11,616
+900
+8% +$17.7K 0.01% 834
2021
Q4 		$218K Buy
+10,716
New +$216K 0.01% 896

Other funds holding BUFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

Integrated Wealth Concepts's BUFG Position: Q1 2026 in Review

Integrated Wealth Concepts reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 0.8% in Q1 2026, selling an estimated $23.4K and leaving 105,035 shares worth $2.82M. The position accounts for 0.02% of the portfolio, ranked #633.

Integrated Wealth Concepts first reported a position in BUFG in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.72M in Q2 2025. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

  • Integrated Wealth Concepts held 105,035 shares of FT Vest Buffered Allocation Growth ETF worth $2.82M as of Q1 2026.
  • Integrated Wealth Concepts sold 851 FT Vest Buffered Allocation Growth ETF shares in Q1 2026, an estimated $23.4K.
  • FT Vest Buffered Allocation Growth ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #633 holding.
  • Integrated Wealth Concepts first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Integrated Wealth Concepts's FT Vest Buffered Allocation Growth ETF position peaked at $3.72M in Q2 2025.
  • 88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.