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

Integrated Wealth Concepts’s Portfolio BUFZ Stock Details BUFZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.23M	Buy	85,076 +7,472	+10%	+$198K	0.02%	716
2025 Q4	$2.06M	Sell	77,604 -29,653	-28%	-$776K	0.02%	521
2025 Q3	$2.78M	Buy	107,257 +12,128	+13%	+$308K	0.02%	560
2025 Q2	$2.37M	Buy	95,129 +4,750	+5%	+$113K	0.02%	564
2025 Q1	$2.12M	Buy	90,379 +20,608	+30%	+$495K	0.02%	562
2024 Q4	$1.67M	Buy	69,771 +1,178	+2%	+$28K	0.02%	622
2024 Q3	$1.61M	Buy	68,593 +13,548	+25%	+$313K	0.02%	605
2024 Q2	$1.26M	Buy	+55,045	New	+$1.23M	0.02%	656

Other funds holding BUFZ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

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

Integrated Wealth Concepts increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 9.6% in Q1 2026, buying an estimated $198K and bringing the position to 85,076 shares worth $2.23M. The position accounts for 0.02% of the portfolio, ranked #716.

Integrated Wealth Concepts first reported a position in BUFZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.78M in Q3 2025. 123 funds tracked by Wall St. Rank hold BUFZ as of Q1 2026.

Integrated Wealth Concepts held 85,076 shares of FT Vest Laddered Moderate Buffer ETF worth $2.23M as of Q1 2026.
Integrated Wealth Concepts bought 7,472 FT Vest Laddered Moderate Buffer ETF shares in Q1 2026, an estimated $198K.
FT Vest Laddered Moderate Buffer ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #716 holding.
Integrated Wealth Concepts first reported a position in FT Vest Laddered Moderate Buffer ETF in Q2 2024 and has held it in 8 quarters since.
Integrated Wealth Concepts's FT Vest Laddered Moderate Buffer ETF position peaked at $2.78M in Q3 2025.
123 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2026.

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