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 Q2	$1.99M	Buy	85,211 +18,356	+27%	+$424K	0.01%	846
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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PWP

Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

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

Integrated Wealth Concepts increased its FT Vest Laddered International Moderate Buffer ETF (BUFY) stake by 27% in Q2 2026, buying an estimated $424K and bringing the position to 85,211 shares worth $1.99M. The position accounts for 0.01% of the portfolio, ranked #846.

Integrated Wealth Concepts first reported a position in BUFY in Q1 2025 and has held it in 6 quarters since. 62 funds tracked by Wall St. Rank hold BUFY as of Q2 2026.

Integrated Wealth Concepts held 85,211 shares of FT Vest Laddered International Moderate Buffer ETF worth $1.99M as of Q2 2026.
Integrated Wealth Concepts bought 18,356 FT Vest Laddered International Moderate Buffer ETF shares in Q2 2026, an estimated $424K.
FT Vest Laddered International Moderate Buffer ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #846 holding.
Integrated Wealth Concepts first reported a position in FT Vest Laddered International Moderate Buffer ETF in Q1 2025 and has held it in 6 quarters since.
62 funds tracked by Wall St. Rank held FT Vest Laddered International Moderate Buffer ETF as of Q2 2026.

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