Integrated Wealth Concepts LLC Incresed Positions in Q3 2025

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
96
+ 6.68%
$164.12 - $188.32 $15.8K - $18.1K
1.53K $266K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
8
+ 0.12%
$53.48 - $56.56 $428 - $452
6.86K $387K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
4
+ 0.08%
$172.72 - $179.11 $691 - $716
4.8K $855K
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
543
+ 5.43%
$20.04 - $21.12 $10.9K - $11.5K
10.5K $218K
TMUS
T Mobile Us, Inc.

Communication Services
43
+ 0.74%
$226.02 - $259.01 $9.72K - $11.1K
5.86K $1.4M
RPAY
Repay Holdings Corp

Technology
2.35K
+ 20.83%
$4.64 - $5.96 $10.9K - $14K
13.7K $71K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
94
+ 0.23%
$11.51 - $12.4 $1.08K - $1.17K
41K $504K
HTGC
Hercules Capital, Inc.

Financial Services
198
+ 0.98%
$18.34 - $19.53 $3.63K - $3.87K
20.3K $383K
CLOU
Global X Fds Cloud Computing E

ETFs
770
+ 3.66%
$21.23 - $23.98 $16.3K - $18.5K
21.8K $506K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
59
+ 2.06%
$81.61 - $86.58 $4.81K - $5.11K
2.93K $249K
ALLY
Ally Financial Inc.

Financial Services
109
+ 0.29%
$36.95 - $44.58 $4.03K - $4.86K
37.8K $1.48M
WES
Western Midstream Partners, LP

Energy
254
+ 3.75%
$37.5 - $41.18 $9.53K - $10.5K
7.02K $275K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.12K
+ 5.54%
$46.51 - $50.07 $51.9K - $55.8K
21.2K $996K
POST
Post Holdings, Inc.

Consumer Defensive
192
+ 4.87%
$102.36 - $114.04 $19.7K - $21.9K
4.14K $444K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
3.41K
+ 21.44%
$0.69 - $1.46 $2.35K - $4.97K
19.3K $25K
INGN
Inogen Inc

Healthcare
10
+ 0.08%
$5.87 - $8.79 $58.7 - $87.9
12.3K $100K
RLGT
Radiant Logistics, Inc

Industrials
3.42K
+ 9.09%
$5.85 - $6.88 $20K - $23.5K
41K $242K
TOWN
Towne Bank (Va)

Financial Services
215
+ 1.45%
$34.49 - $37.64 $7.42K - $8.09K
15K $519K
RPG
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.04%
$45.41 - $48.26 $136 - $145
6.74K $321K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
552
+ 6.32%
$29.81 - $34.07 $16.5K - $18.8K
9.28K $305K
EC
Ecopetrol S.A.

Energy
132
+ 0.41%
$8.29 - $9.63 $1.09K - $1.27K
32.1K $295K
TEI
Templeton Emerging Markets Income Fund

Financial Services
1.31K
+ 6.49%
$5.85 - $6.44 $7.65K - $8.42K
21.4K $133K
IHF
Ishares Tr

ETFs
200
+ 4.71%
$40.81 - $49.43 $8.16K - $9.89K
4.45K $219K
MUST
Columbia ETF Tr I Multi Sector

ETFs
304
+ 2.54%
$19.87 - $20.65 $6.04K - $6.28K
12.3K $252K
FUBO
Fubo Tv Inc.

Communication Services
1K
+ 4.66%
$3.31 - $4.56 $3.31K - $4.56K
22.5K $93K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
214
+ 1.19%
$15.52 - $16.28 $3.32K - $3.48K
18.2K $295K
CHW
Calamos Global Dynamic Income Fund

Financial Services
1
+ 0.0%
$7.06 - $7.63 $7.06 - $7.63
26.5K $200K
KB
Kb Financial Group Inc.

Financial Services
114
+ 2.78%
$77.68 - $90.36 $8.86K - $10.3K
4.22K $349K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
293
+ 2.55%
$14.33 - $15.08 $4.2K - $4.42K
11.8K $176K
REET
Ishares Global Reit ETF

ETFs
24
+ 0.21%
$24.45 - $25.91 $587 - $622
11.7K $299K
KIND
Nextdoor Holdings, Inc.

Communication Services
2.53K
+ 24.94%
$1.58 - $2.31 $3.99K - $5.84K
12.7K $26K
BSJR
Invesco Indx Tr

ETFs
393
+ 0.75%
$22.64 - $22.85 $8.9K - $8.98K
52.6K $1.2M
MDV
Modiv Inc.

Real Estate
156
+ 1.13%
$14.31 - $15.56 $2.23K - $2.43K
14K $204K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
408
+ 1.48%
$8.7 - $9.11 $3.55K - $3.72K
28K $254K
WDS
Woodside Energy Group LTD

Energy
1.28K
+ 4.36%
$15.05 - $17.66 $19.3K - $22.6K
30.6K $461K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
367
+ 1.12%
$21.89 - $22.2 $8.03K - $8.15K
33.2K $732K
OPK
Opko Health, Inc.

Healthcare
3.38K
+ 23.57%
$1.19 - $1.55 $4.02K - $5.23K
17.7K $27K
EQNR
Equinor Asa

Energy
785
+ 5.49%
$23.7 - $27.1 $18.6K - $21.3K
15.1K $367K
HYLS
First Tr Tactical High Yield L

ETFs
165
+ 2.8%
$41.62 - $42.32 $6.87K - $6.98K
6.06K $254K
BSCV
Invesco ETF Self Indexed Fd Tr
248
+ 1.07%
$16.39 - $16.83 $4.06K - $4.17K
23.5K $392K
SCHO
Schwab Short Term Us Treasury

ETFs
132
+ 0.05%
$24.23 - $24.42 $3.2K - $3.22K
253K $6.17M
AVT
Avnet Inc

Technology
190
+ 5.01%
$49.46 - $56.3 $9.4K - $10.7K
3.98K $208K
IEP
Icahn Enterprises L.P.

Industrials
147
+ 1.01%
$8.14 - $9.68 $1.2K - $1.42K
14.6K $123K
CAN
Canaan Inc.

Technology
1.4K
+ 6.36%
$0.6 - $0.98 $840 - $1.37K
23.4K $20K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
29
+ 0.3%
$41.19 - $43.7 $1.19K - $1.27K
9.59K $409K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
62
+ 0.5%
$13.62 - $14.27 $844 - $885
12.5K $178K
WTI
W&T Offshore Inc

Energy
645
+ 2.69%
$1.65 - $2.06 $1.06K - $1.33K
24.6K $44K
WY
Weyerhaeuser CO

Real Estate
614
+ 5.33%
$24.1 - $26.83 $14.8K - $16.5K
12.1K $300K
SHG
Shinhan Financial Group CO LTD

Financial Services
131
+ 1.9%
N/A
7.01K $242K
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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