Integrated Wealth Concepts’s FT Vest U.S. Equity Quarterly Max Buffer ETF SQMX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$371K	Sell	10,839 -740	-6%	-$25.1K	﹤0.01%	1953
2026 Q1	$386K	Hold	11,579	–	–	﹤0.01%	1710
2025 Q4	$386K	Hold	11,579	–	–	﹤0.01%	1209
2025 Q3	$377K	Hold	11,579	–	–	﹤0.01%	1500
2025 Q2	$369K	Hold	11,579	–	–	﹤0.01%	1445
2025 Q1	$355K	Buy	+11,579	New	+$358K	﹤0.01%	1311

Other funds holding SQMX

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return

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

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Integrated Wealth Concepts reduced its FT Vest U.S. Equity Quarterly Max Buffer ETF (SQMX) stake by 6.4% in Q2 2026, selling an estimated $25.1K and leaving 10,839 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

Integrated Wealth Concepts first reported a position in SQMX in Q1 2025 and has held it in 6 quarters since. The position peaked at $386K in Q4 2025. 20 funds tracked by Wall St. Rank hold SQMX as of Q2 2026.

Integrated Wealth Concepts held 10,839 shares of FT Vest U.S. Equity Quarterly Max Buffer ETF worth $371K as of Q2 2026.
Integrated Wealth Concepts sold 740 FT Vest U.S. Equity Quarterly Max Buffer ETF shares in Q2 2026, an estimated $25.1K.
FT Vest U.S. Equity Quarterly Max Buffer ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1953 holding.
Integrated Wealth Concepts first reported a position in FT Vest U.S. Equity Quarterly Max Buffer ETF in Q1 2025 and has held it in 6 quarters since.
Integrated Wealth Concepts's FT Vest U.S. Equity Quarterly Max Buffer ETF position peaked at $386K in Q4 2025.
20 funds tracked by Wall St. Rank held FT Vest U.S. Equity Quarterly Max Buffer ETF as of Q2 2026.

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