Back to IW Integrated Wealth Concepts LLC

BUFQBUFQ
11 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in FT VST LAD NSDQ BUF ETF-USDI

Integrated Wealth Concepts LLC holds 507,128 shares of BUFQ (FT VST LAD NSDQ BUF ETF-USDI), worth $19.9M as of 2026-Q2. The position was increased (+70.4% shares). BUFQ represents 0.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$19.9M

Current Shares

507,128

Total Value Change

+$18.6M

Total Shares Change

+460,069

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
507,128
+70.4%
$19.9M0.1%$39.27
42
2026-Q1
Increased
297,608
+4.4%
$10.5M0.1%$35.74
29
2025-Q4
Increased
285,021
+1.1%
$10.2M0.1%$35.98
33
2025-Q3
Increased
281,777
+28.1%
$9.8M0.1%$34.74
35
2025-Q2
Increased
219,880
+7.7%
$7.3M0.1%$33.08
30
2025-Q1
Decreased
204,155
-1.8%
$6.1M0.1%$29.87
0
2024-Q4
Increased
207,812
+17.5%
$6.5M0.1%$31.58
32
2024-Q3
Increased
176,794
+17.0%
$5.4M0.1%$30.32
31
2024-Q2
Increased
151,085
+8.9%
$4.5M0.1%$29.56
29
2024-Q1
Increased
138,779
+194.9%
$3.9M0.1%$28.33
43
2023-Q4
New
47,059
-
$1.3M0.0%$27.00
35

Other major holders of BUFQ: LPL Financial LLC

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