IWC
BUFY

Integrated Wealth Concepts’s FT Vest Laddered International Moderate Buffer ETF BUFY Stock Holding History

Integrated Wealth Concepts’s Portfolio BUFY Stock Details BUFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.5M Buy
66,855
+6,344
+10% +$143K 0.01% 896
2025
Q4 		$1.35M Buy
60,511
+6,676
+12% +$146K 0.02% 651
2025
Q3 		$1.17M Buy
53,835
+27,255
+103% +$581K 0.01% 902
2025
Q2 		$561K Buy
26,580
+14,105
+113% +$287K 0.01% 1210
2025
Q1 		$247K Buy
+12,475
New +$244K ﹤0.01% 1515

Other funds holding BUFY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Integrated Wealth Concepts increased its FT Vest Laddered International Moderate Buffer ETF (BUFY) stake by 10% in Q1 2026, buying an estimated $143K and bringing the position to 66,855 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #896.

Integrated Wealth Concepts first reported a position in BUFY in Q1 2025 and has held it in 5 quarters since. 54 funds tracked by Wall St. Rank hold BUFY as of Q1 2026.

  • Integrated Wealth Concepts held 66,855 shares of FT Vest Laddered International Moderate Buffer ETF worth $1.5M as of Q1 2026.
  • Integrated Wealth Concepts bought 6,344 FT Vest Laddered International Moderate Buffer ETF shares in Q1 2026, an estimated $143K.
  • FT Vest Laddered International Moderate Buffer ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #896 holding.
  • Integrated Wealth Concepts first reported a position in FT Vest Laddered International Moderate Buffer ETF in Q1 2025 and has held it in 5 quarters since.
  • 54 funds tracked by Wall St. Rank held FT Vest Laddered International Moderate Buffer ETF as of Q1 2026.

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