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 Q2	$1.92M	Buy	76,467 +17,850	+30%	+$434K	0.01%	859
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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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

Integrated Wealth Concepts increased its FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) stake by 30% in Q2 2026, buying an estimated $434K and bringing the position to 76,467 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #859.

Integrated Wealth Concepts first reported a position in BUFS in Q1 2025 and has held it in 6 quarters since. 48 funds tracked by Wall St. Rank hold BUFS as of Q2 2026.

Integrated Wealth Concepts held 76,467 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $1.92M as of Q2 2026.
Integrated Wealth Concepts bought 17,850 FT Vest Laddered Small Cap Moderate Buffer ETF shares in Q2 2026, an estimated $434K.
FT Vest Laddered Small Cap Moderate Buffer ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #859 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 6 quarters since.
48 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q2 2026.

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