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
Nuveen Preferred
61.8K
New
N/A
61.8K $0
Spdr Msci
1.44K
+ 19.59%
N/A
8.78K $0
Tidal Trust Iii
3.12K
+ 12.09%
N/A
28.9K $0
Ccm Affordable
2.94K
+ 16.03%
N/A
21.3K $0
Oxford Lane
15.9K
New
N/A
15.9K $0
Morgan Stanley
47.5K
+ 452.87%
N/A
58K $0
Pimco Mtg
225K
New
N/A
225K $0
Pimco Pfd
34.2K
New
N/A
34.2K $0
Pimco Enhanced
939K
+ 279.02%
N/A
1.28M $0
Neos Nasdaq
4.21K
+ 76.67%
N/A
9.71K $0
Rubrik Inc
4.68K
+ 183.79%
N/A
7.23K $0
RDFI
Collaborative Invt Ser Tr Rare
24.5K
New
N/A
24.5K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
205K
+ 65.07%
N/A
521K $0
Rocket Lab
8.77K
+ 75.74%
N/A
20.3K $0
Return Stacked
35.2K
+ 12.81%
N/A
310K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
12
+ 0.37%
N/A
3.22K $0
Tidal Trust Ii
62.3K
+ 7.33%
N/A
912K $0
Tidal Trust Ii
86.2K
New
N/A
86.2K $0
First Trust
4.83K
+ 49.1%
N/A
14.7K $0
Global X
112K
+ 2627.81%
N/A
117K $0
HYMU
Blackrock ETF Tr Ii High Yield
24
+ 0.24%
N/A
9.87K $226K
Amplify Junior
3.2K
+ 13.17%
N/A
27.5K $0
Sirius Xm
2.89K
+ 3.97%
N/A
75.7K $0
First Tr Exchng Traded Fd Vi
8.47K
New
N/A
8.47K $0
Super Micro
13.7K
New
N/A
13.7K $0
Sharkninja Inc
293
+ 7.25%
N/A
4.34K $0
Sandisk Corp
628
+ 12.78%
N/A
5.54K $0
SPYC
Simplify Exchange Traded Fds U
20.6K
+ 8.95%
N/A
250K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
1.12K
+ 3.85%
N/A
30.2K $0
STEL
Stellar Bancorp Inc
82
+ 0.24%
N/A
34.8K $0
TAFI
Ab Active Etfs Inc Tax Aware S
178K
New
N/A
178K $0
Bondbloxx ETF Trust
4.57K
+ 15.64%
N/A
33.8K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
16.5K
+ 3.49%
N/A
491K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
11.3K
New
N/A
11.3K $0
T Rowe
24.8K
+ 19.88%
N/A
150K $0
First Tr Exchange Traded Fd
3.69K
+ 47.81%
N/A
11.4K $0
Te Connectivity
21
+ 0.37%
N/A
5.65K $0
T Rowe
4.86K
New
N/A
4.86K $0
Exchange Traded Concepts Tru
3.27K
New
N/A
3.27K $0
Acuren Corp
145K
New
N/A
145K $0
Talen Energy
241
+ 12.84%
N/A
2.12K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
14.8K
+ 41.25%
N/A
50.6K $0
T Rowe
9.37K
New
N/A
9.37K $0
T Rowe
44.5K
+ 370.67%
N/A
56.5K $0
Thomson Reuters
6
+ 0.1%
N/A
5.84K $0
ETF Opportunities Trust
7.44K
+ 14.9%
N/A
57.3K $0
Thornburg Intl
20K
New
N/A
20K $0
Franklin Templeton ETF Tr
424
+ 6.57%
N/A
6.88K $0
Vanguard Mun Bd Fds
14.2K
New
N/A
14.2K $0
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
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email