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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
Q2 		$19.9M Buy
507,128
+209,520
+70% +$8.02M 0.1% 199
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 $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Integrated Wealth Concepts increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 70% in Q2 2026, buying an estimated $8.02M and bringing the position to 507,128 shares worth $19.9M. The position accounts for 0.1% of the portfolio, ranked #199.

Integrated Wealth Concepts first reported a position in BUFQ in Q4 2023 and has held it in 11 quarters since. 185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

  • Integrated Wealth Concepts held 507,128 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $19.9M as of Q2 2026.
  • Integrated Wealth Concepts bought 209,520 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $8.02M.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.1% of Integrated Wealth Concepts's portfolio in Q2 2026, its #199 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 11 quarters since.
  • 185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

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