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Integrated Wealth Concepts’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Integrated Wealth Concepts’s Portfolio BUFT Stock Details BUFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$804K Hold
31,067
– – ﹤0.01% 1478
2026
Q1 		$771K Buy
31,067
+1,183
+4% +$29.3K 0.01% 1268
2025
Q4 		$735K Sell
29,884
-408
-1% -$9.93K 0.01% 915
2025
Q3 		$732K Sell
30,292
-3,266
-10% -$78K 0.01% 1148
2025
Q2 		$791K Buy
33,558
+1,933
+6% +$43.9K 0.01% 1046
2025
Q1 		$710K Sell
31,625
-15,229
-33% -$344K 0.01% 988
2024
Q4 		$1.05M Sell
46,854
-3,321
-7% -$74.1K 0.01% 785
2024
Q3 		$1.11M Sell
50,175
-596
-1% -$13.1K 0.01% 756
2024
Q2 		$1.11M Sell
50,771
-512
-1% -$11K 0.02% 713
2024
Q1 		$1.09M Buy
51,283
+4,184
+9% +$88.4K 0.02% 717
2023
Q4 		$981K Sell
47,099
-8,661
-16% -$175K 0.02% 734
2023
Q3 		$1.1M Sell
55,760
-9,516
-15% -$190K 0.02% 656
2023
Q2 		$1.3M Sell
65,276
-43,988
-40% -$849K 0.02% 590
2023
Q1 		$2.08M Sell
109,264
-101,795
-48% -$1.91M 0.04% 393
2022
Q4 		$3.89M Buy
211,059
+3,945
+2% +$73.2K 0.11% 191
2022
Q3 		$3.75M Hold
207,114
– – 0.12% 175
2022
Q2 		$3.84M Buy
207,114
+78,964
+62% +$1.52M 0.12% 172
2022
Q1 		$2.57M Buy
128,150
+15,500
+14% +$308K 0.08% 212
2021
Q4 		$2.27M Buy
+112,650
New +$2.26M 0.07% 239

Other funds holding BUFT

GEA
Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Integrated Wealth Concepts held its FT Vest Buffered Allocation Defensive ETF (BUFT) position steady in Q2 2026 at 31,067 shares worth $804K. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

Integrated Wealth Concepts first reported a position in BUFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.89M in Q4 2022. 58 funds tracked by Wall St. Rank hold BUFT as of Q2 2026.

  • Integrated Wealth Concepts held 31,067 shares of FT Vest Buffered Allocation Defensive ETF worth $804K as of Q2 2026.
  • Integrated Wealth Concepts left its FT Vest Buffered Allocation Defensive ETF share count unchanged in Q2 2026.
  • FT Vest Buffered Allocation Defensive ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1478 holding.
  • Integrated Wealth Concepts first reported a position in FT Vest Buffered Allocation Defensive ETF in Q4 2021 and has held it in 19 quarters since.
  • Integrated Wealth Concepts's FT Vest Buffered Allocation Defensive ETF position peaked at $3.89M in Q4 2022.
  • 58 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q2 2026.

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