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6 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in FT VEST LADDERED SMALL CAP MODERATE BUFFER ETF

Integrated Wealth Concepts LLC holds 76,469 shares of BUFS (FT VEST LADDERED SMALL CAP MODERATE BUFFER ETF), worth $1.9M as of 2026-Q2. The position was increased (+30.5% shares). BUFS represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$1.9M

Current Shares

76,469

Total Value Change

+$1.6M

Total Shares Change

+61,860

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
76,469
+30.5%
$1.9M0.0%$25.09
33
2026-Q1
Increased
58,617
+12.9%
$1.4M0.0%$23.40
29
2025-Q4
Increased
51,895
+10.7%
$1.2M0.0%$22.93
28
2025-Q3
Increased
46,875
+110.8%
$1.1M0.0%$22.42
40
2025-Q2
Increased
22,237
+52.2%
$467,9880.0%$21.05
34
2025-Q1
New
14,609
-
$295,8250.0%$20.33
32

Other major holders of BUFS: ENVESTNET ASSET MANAGEMENT INC, NewEdge Advisors, LLC

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