Integrated Wealth Concepts LLC Incresed Positions in Q2 2025

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Ishares Advantage
15.4K
+ 151.79%
N/A
25.6K $0
Fidelity Ethereum ETF
6.77K
+ 32.99%
N/A
27.3K $0
Amplify Cybersecurity
106
+ 0.86%
N/A
12.4K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
6.98K
+ 2.31%
N/A
309K $0
Ft Cboe Vst Us Eqt Br Rpm Inc ETF
27
+ 0.34%
N/A
7.9K $0
Doubleline Mortgage
9.16K
+ 10.01%
N/A
101K $0
Tappalpha Spy Growt And
7.28K
+ 17.08%
N/A
49.9K $0
Liberty Media Corp Ser A
1.17K
+ 19.64%
N/A
7.1K $0
Ab Disruptors
13.8K
+ 12.26%
N/A
126K $0
CRH.L
Crh PLC

Basic Materials
3.38K
+ 125.34%
N/A
6.08K $0
American Healthcare
8.02K
+ 120.5%
N/A
14.7K $0
Bondbloxx Irm Tax Aware Short Duration ETF
11K
+ 60.51%
N/A
29.2K $0
FSCO
Fs Cr Opportunities Corp Com
60.3K
+ 84.98%
N/A
131K $0
Brookfield Asset
1.03K
+ 16.36%
N/A
7.34K $0
Fidelity Enhanced
14.6K
+ 15.77%
N/A
107K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
7.44K
+ 61.54%
N/A
19.5K $0
Capital Group
42.2K
+ 97.35%
N/A
85.5K $0
Dimensional Global
3.25K
+ 9.95%
N/A
35.8K $0
Te Connectivity
961
+ 20.58%
N/A
5.63K $0
Dimensional Us
68.4K
+ 26.25%
N/A
329K $0
Ft Vest Lad Small Cap Md Bufr ETF
7.63K
+ 52.21%
N/A
22.2K $0
Veralto Corp
3.43K
+ 126.72%
N/A
6.14K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
7.6K
+ 5.35%
N/A
150K $0
Ft Vest Laddered International Moderate Buffer ETF
14.1K
+ 113.07%
N/A
26.6K $0
Canadian Pacific
8
+ 0.07%
N/A
11.7K $0
Capital Group
26.2K
+ 32.59%
N/A
107K $0
CGSD
Capital Grp Core Plus Income E
282
+ 3.51%
N/A
8.31K $0
Capital Group
11.4K
+ 32.03%
N/A
46.8K $0
Grayscale Bitcoin
1.87K
+ 9.32%
N/A
21.9K $0
Victoryshares Free
15.1K
+ 43.94%
N/A
49.5K $0
Franklin Templeton Us Core Div ETF
1.02K
+ 18.76%
N/A
6.46K $0
Fidelity Covington Tr Enhanced Large Cap Value ETF
29
+ 0.39%
N/A
7.53K $0
Fidelity Enhanced
6.63K
+ 4.52%
N/A
153K $0
Pimco Ultra
30.1K
+ 261.34%
N/A
41.6K $0
Fortress Biotech
8.6K
+ 14.48%
N/A
68K $0
Ishares Flexible
122K
+ 10.23%
N/A
1.32M $0
Aptus Large
453K
+ 28.2%
N/A
2.06M $0
Brandes International ETF
458
+ 1.1%
N/A
42.3K $0
Alpha Architect 1 3 Mnth Box
1.53K
+ 3.18%
N/A
49.7K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
210
+ 1.28%
N/A
16.6K $0
Ft Cboe Djia Dog 10 Target Inc ETF
6.43K
+ 28.16%
N/A
29.3K $0
Invesco Bulletshares
65
+ 0.2%
N/A
32.1K $0
CGMS
Capital Grp Core Plus Income E
16.7K
+ 8.93%
N/A
204K $0
Jpmorgan Hedged
15K
+ 440.97%
N/A
18.4K $0
Return Stacked Us Stk Mgd Ftr ETF
11.9K
+ 5.86%
N/A
214K $0
First Trust Intermediate Government Opportunities ETF
16.8K
+ 24.85%
N/A
84.5K $0
Reddit Inc
2.44K
+ 30.49%
N/A
10.5K $0
Lam Research
4.66K
+ 10.35%
N/A
49.6K $0
LQDB
Ishares Tr Bbb Rated Corporate
100
+ 1.44%
N/A
7.05K $0
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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