Integrated Wealth Concepts LLC Purchases in Q2 2025

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Rocket Lab
11.6K
New
N/A
11.6K $0
Return Stack Bond Mangd Futures ETF
3.83K
+ 1.41%
N/A
275K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
12
+ 0.38%
N/A
3.21K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
9
+ 0.23%
N/A
3.86K $0
Return Stacked Us Stk Mgd Ftr ETF
11.9K
+ 5.86%
N/A
214K $0
Running Oak Efficient Growth ETF
37.7K
New
N/A
37.7K $0
First Trust
9.85K
New
N/A
9.85K $0
Global X
4.28K
New
N/A
4.28K $0
Sila Realty
1.4K
+ 6.08%
N/A
24.4K $0
Amplify Junior
12K
+ 97.57%
N/A
24.3K $0
Sandisk Corp
4.91K
New
N/A
4.91K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
18.3K
+ 170.58%
N/A
29.1K $0
STEL
Stellar Bancorp Inc
304
+ 0.88%
N/A
34.7K $0
Bondbloxx Irm Tax Aware Short Duration ETF
11K
+ 60.51%
N/A
29.2K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
25.1K
+ 5.59%
N/A
474K $0
T Rowe
6.45K
+ 5.45%
N/A
125K $0
Ft Cboe Vest Technology Dividend Target Income ETF
7.72K
New
N/A
7.72K $0
Atlassian Corp
4.95K
+ 128.6%
N/A
8.8K $0
Ishares U S
395K
+ 91.53%
N/A
826K $0
T Rowe
12K
New
N/A
12K $0
Thomson Reuters
74
+ 1.29%
N/A
5.83K $0
TSLL
Direxion Shs ETF Tr Daily Tsla
20.9K
New
N/A
20.9K $0
Tappalpha Spy Growt And
7.28K
+ 17.08%
N/A
49.9K $0
Servicetitan Inc
1.87K
New
N/A
1.87K $0
Franklin Templeton Us Core Div ETF
1.02K
+ 18.76%
N/A
6.46K $0
Ul Solutions Inc A
2.76K
New
N/A
2.76K $0
Vanguard Core
2.86K
New
N/A
2.86K $0
Victoryshares Free
15.1K
+ 43.94%
N/A
49.5K $0
Veralto Corp
3.43K
+ 126.72%
N/A
6.14K $0
Vestis Corp
16.2K
New
N/A
16.2K $0
Winchester Bancorp
55K
New
N/A
55K $0
U S Treasury
9.44K
+ 8.96%
N/A
115K $0
Ft Cboe Vst Us Eqt Br Rpm Inc ETF
27
+ 0.34%
N/A
7.9K $0
ABR
Arbor Realty Trust Inc

Real Estate
966
+ 8.94%
$8.92 - $11.89 $8.62K - $11.5K
11.8K $125K
EGY
Vaalco Energy Inc

Energy
501
+ 3.61%
$3.1 - $3.94 $1.55K - $1.97K
14.4K $51K
NYF
Ishares New York Muni Bond ETF

ETFs
38
+ 0.74%
$51.29 - $53.06 $1.95K - $2.02K
5.19K $270K
SENS
Senseonics Holdings, Inc.

Healthcare
2K
+ 20.0%
$0.48 - $0.77 $960 - $1.54K
12K $5K
ICF
Ishares Tr

ETFs
2
+ 0.04%
$54.56 - $62.47 $109 - $125
4.56K $278K
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
72
+ 0.19%
$20.08 - $20.98 $1.45K - $1.51K
38.5K $794K
CENX
Century Aluminum CO

Basic Materials
354
+ 2.05%
$13.7 - $20.12 $4.85K - $7.12K
17.6K $317K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
63
+ 0.35%
$14.83 - $16.07 $934 - $1.01K
18K $284K
NIO
Nio Inc.

Consumer Cyclical
1.78K
+ 7.13%
$3.14 - $4.31 $5.6K - $7.68K
26.8K $91K
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
3.03K
+ 17.69%
$6.16 - $7.97 $18.7K - $24.2K
20.2K $131K
GNSS
Genasys Inc.

Technology
7K
+ 23.17%
$1.49 - $2.26 $10.4K - $15.8K
37.2K $64K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
244
+ 2.38%
$19.2 - $22.42 $4.68K - $5.47K
10.5K $212K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
1.44K
+ 18.62%
$21.27 - $26.73 $30.7K - $38.6K
9.2K $201K
PCQ
Pimco California Municipal Income Fund

Financial Services
30
+ 0.14%
$8.18 - $9.04 $245 - $271
22.1K $189K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
124
+ 0.89%
$19.39 - $20.21 $2.4K - $2.51K
14.1K $276K
FDS
Factset Research Systems Inc

Financial Services
18
+ 0.92%
$398.85 - $473.32 $7.18K - $8.52K
1.97K $879K
Activity Summary
Buys All Purchases 1246 New Holdings 294 Increased Positions 952 Sells All Sells 600 Reductions 600 Sold out 0 Options Calls 0 Puts 0
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