Integrated Wealth Concepts LLC Purchases in Q3 2025

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
USA
Liberty All Star Equity Fund

Financial Services
383K
+ 3721.68%
$6.34 - $6.94 $2.43M - $2.66M
394K $2.5M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
34.4K
+ 17.37%
$42.67 - $46.91 $1.47M - $1.61M
232K $10.9M
DJD
Invesco Exchange Traded Fd Tr

ETFs
40.5K
+ 45.96%
$52.86 - $55.4 $2.14M - $2.24M
128K $7.09M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
758
+ 0.56%
$236.25 - $257.69 $179K - $195K
137K $35.1M
ITA
Ishares Tr

ETFs
9.48K
+ 48.58%
$184.73 - $209.26 $1.75M - $1.98M
29K $6.07M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
23.7K
+ 323.2%
$100.16 - $100.7 $2.37M - $2.39M
31K $3.12M
XLY
Select Sector Spdr Consumer Di

ETFs
8.24K
+ 48.12%
$216.09 - $242.18 $1.78M - $2M
25.4K $6.08M
YLD
Principal Exchange Traded Fds

ETFs
119K
+ 43.12%
$19.14 - $19.46 $2.28M - $2.32M
395K $7.69M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.91K
+ 10.73%
$103.83 - $179.9 $302K - $524K
30.1K $5.37M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
23.5K
+ 2.67%
$31.79 - $33.42 $747K - $785K
904K $30.2M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
97.6K
+ 28.68%
$22.19 - $22.44 $2.16M - $2.19M
438K $9.8M
OMFL
Invesco Exchange Traded Self I

ETFs
27.4K
+ 12.66%
$57.41 - $60.45 $1.58M - $1.66M
244K $14.7M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
49.3K
+ 36.26%
$42.75 - $43.37 $2.11M - $2.14M
185K $8.02M
RTX
Raytheon Technologies Corp

Industrials
6.29K
+ 12.29%
$144.19 - $167.33 $907K - $1.05M
57.5K $9.62M
CGO
Calamos Global Total Return Fund

Financial Services
172K
New
$11.48 - $12.33 $1.98M - $2.13M
172K $2.08M
CVX
Chevron Corp

Energy
3.78K
+ 3.1%
$145.57 - $161.83 $551K - $612K
126K $19.5M
VB
Vanguard Small Cap ETF

ETFs
1.13K
+ 1.1%
$237.58 - $259.17 $268K - $292K
103K $26.3M
PWR
Quanta Services, Inc.

Industrials
2.35K
+ 7.97%
$372.29 - $421.68 $875K - $991K
31.8K $13.2M
BX
Blackstone Inc.

Financial Services
5.6K
+ 11.51%
$152.77 - $188.68 $855K - $1.06M
54.2K $9.27M
U
Unity Software Inc.

Technology
16.8K
+ 20.24%
$24.01 - $46.53 $404K - $783K
100K $4M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
22.8K
+ 9.09%
$40.04 - $45.11 $911K - $1.03M
273K $12.1M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
5.5K
+ 0.78%
$41.91 - $44.87 $230K - $247K
713K $31.9M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.01K
+ 7.58%
$275.84 - $326.36 $555K - $657K
28.5K $9.31M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
81.8K
+ 8.12%
$22.36 - $22.52 $1.83M - $1.84M
1.09M $24.5M
VEA
Vanguard Ftse Developed Market

ETFs
13.3K
+ 3.59%
$56.02 - $60.3 $743K - $800K
383K $22.9M
SHOP
Shopify Inc.

Technology
3.12K
+ 7.4%
$112.11 - $157.12 $350K - $490K
45.3K $6.73M
AADR
Advisorshares Dorsey Wright Ad

ETFs
20.3K
+ 170.88%
$77.36 - $86.76 $1.57M - $1.76M
32.2K $2.79M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
17K
+ 10.09%
$102.4 - $103.88 $1.74M - $1.77M
185K $19.2M
XSMO
Invesco S&P Smallcap Momentum

ETFs
23.6K
+ 159.88%
$67.1 - $74.29 $1.59M - $1.76M
38.4K $2.83M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
12.9K
+ 127.95%
$128.6 - $136.01 $1.66M - $1.75M
23K $3.11M
BAC
Bank Of America Corp

Financial Services
4K
+ 1.08%
$44.92 - $52.42 $180K - $210K
376K $19.4M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
55.2K
+ 174.7%
$27.85 - $30.91 $1.54M - $1.7M
86.7K $2.65M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
737
+ 0.42%
$108.46 - $120.63 $79.9K - $88.9K
176K $20.9M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
86.9K
New
N/A
86.9K $1.76M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
75.3K
+ 5.6%
$22.84 - $22.95 $1.72M - $1.73M
1.42M $32.6M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
31.3K
+ 141.6%
$50.32 - $54.01 $1.57M - $1.69M
53.4K $2.88M
META
Meta Platforms, Inc.

Communication Services
2.73K
+ 3.77%
$695.21 - $791.73 $1.89M - $2.16M
75K $55.1M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
53.5K
+ 549.23%
$29.97 - $32.38 $1.6M - $1.73M
63.2K $2.02M
FIX
Comfort Systems Usa Inc

Industrials
811
+ 22.32%
$521.66 - $825.18 $423K - $669K
4.45K $3.67M
FANG
Diamondback Energy, Inc.

Energy
9.53K
+ 15.42%
$134.53 - $152.5 $1.28M - $1.45M
71.3K $10.2M
IDV
Ishares Tr

ETFs
43.5K
+ 81.78%
$34.54 - $37.28 $1.5M - $1.62M
96.8K $3.54M
UITB
Usaa ETF Tr Core Intermediate

ETFs
34.8K
+ 79.32%
$46.38 - $47.74 $1.62M - $1.66M
78.8K $3.74M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
36.3K
+ 4.39%
$26.38 - $27.95 $958K - $1.02M
864K $23.6M
KBE
Spdr S&P Bank ETF

ETFs
26.6K
+ 240.01%
$55.26 - $61.99 $1.47M - $1.65M
37.7K $2.24M
CGGO
Capital Group Global Growth Eq

ETFs
29K
+ 11.03%
$31.71 - $34.17 $920K - $992K
292K $9.98M
IWD
Ishares Russell 1000 Val ETF

ETFs
5.07K
+ 8.84%
$192.76 - $203.86 $977K - $1.03M
62.4K $12.7M
FTQI
First Trust ETF Vi First Trust

ETFs
40.7K
+ 6.37%
$19.5 - $20.79 $795K - $847K
680K $14M
DGRO
Ishares Core Dividend Growth E

ETFs
4.58K
+ 1.61%
$64.12 - $68.08 $294K - $312K
289K $19.7M
IXUS
Ishares Tr

ETFs
3.32K
+ 1.45%
$76.35 - $82.58 $253K - $274K
232K $19.1M
Activity Summary
Buys All Purchases 1212 New Holdings 220 Increased Positions 992 Sells All Sells 699 Reductions 699 Sold out 0 Options Calls 0 Puts 0
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