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Integrated Wealth Concepts’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Integrated Wealth Concepts’s Portfolio BUFQ Stock Details BUFQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.5M Buy
297,608
+12,587
+4% +$451K 0.08% 241
2025
Q4 		$10.2M Buy
285,021
+3,244
+1% +$114K 0.12% 156
2025
Q3 		$9.82M Buy
281,777
+61,897
+28% +$2.1M 0.09% 220
2025
Q2 		$7.3M Buy
219,880
+15,725
+8% +$487K 0.07% 257
2025
Q1 		$6.1M Sell
204,155
-3,657
-2% -$115K 0.07% 271
2024
Q4 		$6.53M Buy
207,812
+31,018
+18% +$964K 0.08% 248
2024
Q3 		$5.37M Buy
176,794
+25,709
+17% +$762K 0.07% 271
2024
Q2 		$4.47M Buy
151,085
+12,306
+9% +$353K 0.06% 286
2024
Q1 		$3.93M Buy
138,779
+91,720
+195% +$2.54M 0.06% 314
2023
Q4 		$1.27M Buy
+47,059
New +$1.22M 0.02% 632

Other funds holding BUFQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Integrated Wealth Concepts increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 4.4% in Q1 2026, buying an estimated $451K and bringing the position to 297,608 shares worth $10.5M. The position accounts for 0.08% of the portfolio, ranked #241.

Integrated Wealth Concepts first reported a position in BUFQ in Q4 2023 and has held it in 10 quarters since. 168 funds tracked by Wall St. Rank hold BUFQ as of Q1 2026.

  • Integrated Wealth Concepts held 297,608 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $10.5M as of Q1 2026.
  • Integrated Wealth Concepts bought 12,587 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q1 2026, an estimated $451K.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.08% of Integrated Wealth Concepts's portfolio in Q1 2026, its #241 holding.
  • Integrated Wealth Concepts first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q4 2023 and has held it in 10 quarters since.
  • 168 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q1 2026.

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