IWC
BUFS

Integrated Wealth Concepts’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History

Integrated Wealth Concepts’s Portfolio BUFS Stock Details BUFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.35M Buy
58,617
+6,722
+13% +$157K 0.01% 948
2025
Q4 		$1.19M Buy
51,895
+5,020
+11% +$114K 0.01% 699
2025
Q3 		$1.05M Buy
46,875
+24,638
+111% +$536K 0.01% 952
2025
Q2 		$468K Buy
22,237
+7,628
+52% +$155K ﹤0.01% 1317
2025
Q1 		$296K Buy
+14,609
New +$309K ﹤0.01% 1413

Other funds holding BUFS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return

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

Integrated Wealth Concepts increased its FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) stake by 13% in Q1 2026, buying an estimated $157K and bringing the position to 58,617 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #948.

Integrated Wealth Concepts first reported a position in BUFS in Q1 2025 and has held it in 5 quarters since. 50 funds tracked by Wall St. Rank hold BUFS as of Q1 2026.

  • Integrated Wealth Concepts held 58,617 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $1.35M as of Q1 2026.
  • Integrated Wealth Concepts bought 6,722 FT Vest Laddered Small Cap Moderate Buffer ETF shares in Q1 2026, an estimated $157K.
  • FT Vest Laddered Small Cap Moderate Buffer ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #948 holding.
  • Integrated Wealth Concepts first reported a position in FT Vest Laddered Small Cap Moderate Buffer ETF in Q1 2025 and has held it in 5 quarters since.
  • 50 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q1 2026.

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