Integrated Wealth Concepts
BUFR icon

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

Integrated Wealth Concepts’s Portfolio BUFR Stock Details BUFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.4M Sell
1,216,069
-13,189
-1% -$472K 0.29% 73
2026
Q1 		$41.5M Buy
1,229,258
+171,034
+16% +$5.87M 0.33% 57
2025
Q4 		$36.3M Buy
1,058,224
+153,800
+17% +$5.19M 0.43% 47
2025
Q3 		$30.2M Buy
904,424
+23,501
+3% +$767K 0.27% 76
2025
Q2 		$28M Buy
880,923
+40,788
+5% +$1.23M 0.28% 74
2025
Q1 		$24.9M Buy
840,135
+99,322
+13% +$3.04M 0.29% 76
2024
Q4 		$22.6M Buy
740,813
+89,452
+14% +$2.71M 0.26% 90
2024
Q3 		$19.5M Sell
651,361
-9,692
-1% -$283K 0.24% 100
2024
Q2 		$19.1M Buy
661,053
+22,092
+3% +$623K 0.26% 88
2024
Q1 		$17.9M Buy
638,961
+204,628
+47% +$5.58M 0.26% 93
2023
Q4 		$11.5M Buy
434,333
+385,089
+782% +$9.7M 0.19% 127
2023
Q3 		$1.21M Buy
49,244
+20,547
+72% +$516K 0.02% 616
2023
Q2 		$719K Buy
28,697
+9,040
+46% +$216K 0.01% 817
2023
Q1 		$461K Buy
19,657
+870
+5% +$20K 0.01% 880
2022
Q4 		$417K Sell
18,787
-377
-2% -$8.31K 0.01% 712
2022
Q3 		$399K Buy
19,164
+4,310
+29% +$95.8K 0.01% 657
2022
Q2 		$319K Buy
14,854
+2,603
+21% +$58.2K 0.01% 745
2022
Q1 		$291K Buy
+12,251
New +$287K 0.01% 756

Other funds holding BUFR

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 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Integrated Wealth Concepts reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 1.1% in Q2 2026, selling an estimated $472K and leaving 1,216,069 shares worth $44.4M. The position accounts for 0.29% of the portfolio, ranked #73.

Integrated Wealth Concepts first reported a position in BUFR in Q1 2022 and has held it in 18 quarters since. 542 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • Integrated Wealth Concepts held 1,216,069 shares of FT Vest Fund of Buffer ETFs worth $44.4M as of Q2 2026.
  • Integrated Wealth Concepts sold 13,189 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $472K.
  • FT Vest Fund of Buffer ETFs made up 0.29% of Integrated Wealth Concepts's portfolio in Q2 2026, its #73 holding.
  • Integrated Wealth Concepts first reported a position in FT Vest Fund of Buffer ETFs in Q1 2022 and has held it in 18 quarters since.
  • 542 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

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