Integrated Wealth Concepts LLC Sells in Q2 2025

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
-609K
- 47.13%
$41.2 - $42.29 $25.1M - $25.7M
683K $28.8M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-169K
- 50.09%
$102.02 - $103.5 $17.2M - $17.5M
168K $17.3M
SECT
Sector 10, Inc.

ETFs
-274K
- 29.44%
$45.25 - $58.07 $12.4M - $15.9M
656K $38.1M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-204K
- 31.63%
$50.08 - $63.14 $10.2M - $12.9M
441K $27.9M
UNH
Unitedhealth Group Inc

Healthcare
-2.67K
- 10.11%
$274.35 - $599.47 $732K - $1.6M
23.7K $7.4M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-94.5K
- 93.21%
$56.84 - $65.5 $5.37M - $6.19M
6.89K $451K
HEFA
Ishares Currency Hedged Msci E

ETFs
-147K
- 63.57%
$32.11 - $38.21 $4.71M - $5.61M
84.1K $3.19M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-63.6K
- 59.32%
$68.13 - $74.77 $4.33M - $4.76M
43.6K $3.18M
VONV
Vanguard Russell 1000 Value Et

ETFs
-53.6K
- 40.41%
$73.19 - $85.21 $3.92M - $4.57M
79.1K $6.74M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-79K
- 37.58%
$47.55 - $50.44 $3.76M - $3.98M
131K $6.59M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-64K
- 59.67%
$42.72 - $44.24 $2.73M - $2.83M
43.3K $1.9M
TFLO
Ishares Treasury Floating Rate

ETFs
-54.5K
- 47.93%
$50.47 - $50.66 $2.75M - $2.76M
59.1K $3M
FTSD
Franklin ETF Tr Liberty Short

ETFs
-28.4K
- 44.04%
$90.19 - $91.19 $2.56M - $2.59M
36.1K $3.28M
VGSH
Vanguard

ETFs
-43.1K
- 15.89%
$58.32 - $58.95 $2.52M - $2.54M
228K $13.4M
XLY
Select Sector Spdr Consumer Di

ETFs
-14.3K
- 45.51%
$176.34 - $218.59 $2.52M - $3.13M
17.1K $3.72M
PHYS
Sprott Physical Gold Trust

Financial Services
-124K
- 21.76%
$22.82 - $26.29 $2.84M - $3.27M
447K $11.3M
XLE
Energy Sector Spdr

ETFs
-11.7K
- 8.39%
$76.44 - $94.13 $896K - $1.1M
128K $10.8M
HYG
Ishares Tr

ETFs
-28K
- 55.5%
$75.75 - $80.65 $2.12M - $2.26M
22.5K $1.81M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-42K
- 14.95%
$50.1 - $51.02 $2.11M - $2.14M
239K $12.2M
LLY
Eli Lilly & CO

Healthcare
-632
- 2.02%
$713.71 - $898.95 $451K - $568K
30.7K $23.9M
ABBV
Abb Vie Inc.

Healthcare
-2.8K
- 4.81%
$170.16 - $206.27 $476K - $577K
55.4K $10.3M
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
-228K
- 95.72%
$7.06 - $8.1 $1.61M - $1.84M
10.2K $78K
VV
Vanguard Large Cap ETF

ETFs
-12.3K
- 18.24%
$228.25 - $285.3 $2.8M - $3.5M
55K $15.7M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-7.44K
- 21.49%
$99.37 - $134.05 $739K - $997K
27.2K $3.08M
VHT
Vanguard Health Care ETF

ETFs
-2.74K
- 5.53%
$236.71 - $261.92 $649K - $718K
46.8K $11.6M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-26.3K
- 33.14%
$47.46 - $55.3 $1.25M - $1.45M
53K $2.92M
XLV
Select Sector Spdr Fund Health

ETFs
-4.61K
- 6.51%
$128.77 - $144.3 $594K - $665K
66.2K $8.92M
KBE
Spdr S&P Bank ETF

ETFs
-27.2K
- 71.08%
$45.85 - $55.78 $1.25M - $1.52M
11.1K $617K
HON
Honeywell International Inc

Industrials
-8.32K
- 29.19%
$182.86 - $232.88 $1.52M - $1.94M
20.2K $4.7M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-30.6K
- 40.44%
$37.08 - $42.26 $1.13M - $1.29M
45K $1.86M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-77.8K
- 56.21%
$14.97 - $16.79 $1.16M - $1.31M
60.6K $1.01M
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
-95K
- 89.22%
$12.03 - $14.44 $1.14M - $1.37M
11.5K $165K
KR
Kroger CO

Consumer Defensive
-19.5K
- 62.14%
$64.62 - $74.0 $1.26M - $1.44M
11.9K $852K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
-67.7K
- 46.19%
$16.57 - $20.48 $1.12M - $1.39M
78.9K $1.62M
VTC
Vanguard Scottsdale Fds Total

ETFs
-15.8K
- 57.15%
$74.71 - $77.33 $1.18M - $1.22M
11.8K $915K
IWP
Ishares Russell Mid Cap Growth

ETFs
-11.8K
- 50.16%
$104.34 - $138.68 $1.23M - $1.64M
11.7K $1.63M
MMM
3 M CO

Industrials
-8.49K
- 20.81%
$126.09 - $154.15 $1.07M - $1.31M
32.3K $4.92M
FTCS
First Trust Capital Strength E

ETFs
-13K
- 12.44%
$81.6 - $92.39 $1.06M - $1.2M
91.5K $8.32M
EWL
Ishares Inc Msci Switzerlnd

ETFs
-21.4K
- 48.25%
$47.04 - $56.27 $1.01M - $1.21M
23K $1.26M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-17.4K
- 83.57%
$52.66 - $64.01 $916K - $1.11M
3.42K $218K
DNL
Wiswisdomtree Tr

ETFs
-28.1K
- 83.2%
$32.16 - $40.27 $904K - $1.13M
5.68K $228K
XLB
Select Sector Spdr Fd Material

ETFs
-12.7K
- 14.38%
$74.27 - $88.92 $947K - $1.13M
75.9K $6.66M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-17.9K
- 17.15%
$50.34 - $51.86 $902K - $929K
86.6K $4.45M
HYDB
Ishares Tr Edge High Yield Def

ETFs
-20.1K
- 58.46%
$44.64 - $47.48 $895K - $952K
14.3K $676K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-13.6K
- 30.96%
$63.54 - $68.5 $865K - $932K
30.4K $2.05M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-20.2K
- 14.07%
$47.02 - $47.83 $948K - $965K
123K $5.89M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-10.6K
- 2.99%
$85.42 - $94.39 $906K - $1M
344K $32.3M
VNQ
Vanguard Specialized Funds Van

ETFs
-8.77K
- 11.86%
$79.79 - $91.42 $700K - $802K
65.1K $5.8M
EWG
Ishares Msci Germany ETF

ETFs
-29.1K
- 42.37%
$33.22 - $42.57 $966K - $1.24M
39.6K $1.67M
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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