Integrated Wealth Concepts LLC Sells in Q3 2025

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Ishares High
-113K
- 38.84%
N/A
178K $0
Trust For Professional Manag
-14.1K
- 21.76%
N/A
50.8K $0
GIGB
Goldman Sachs ETF Access Invt
-4.13K
- 27.85%
N/A
10.7K $0
Fortrea Holdings
-514
- 3.37%
N/A
14.7K $0
Aptiv PLC
-1.43K
- 27.35%
N/A
3.8K $0
EIPX
First Tr Exc Trd Fd Iv Ft Ener
-980
- 1.89%
N/A
50.7K $0
First Tr Exchng Traded Fd Vi
-1.21K
- 15.25%
N/A
6.7K $0
BFB
Brown Forman Corp Cl B
-2.13K
- 12.47%
N/A
14.9K $0
HEIA
Heico Crp Cl A
-1.95K
- 29.11%
N/A
4.74K $0
Managed Portfolio Series
-827
- 8.98%
N/A
8.38K $0
First Tr Exchange Traded Fd
-2.91K
- 9.94%
N/A
26.4K $0
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
-235
- 2.11%
$15.99 - $17.02 $3.76K - $4K
10.9K $179K
YEAR
Ab Active Etfs Inc Ultra Short
-37.8K
- 73.13%
N/A
13.9K $0
Klaviyo Inc
-232K
- 27.97%
N/A
598K $0
Kenvue Inc
-11.7K
- 43.59%
N/A
15.2K $0
Jpmorgan Mortgae
-414
- 0.37%
N/A
112K $0
Sila Realty
-2.45K
- 10.01%
N/A
22K $0
Janus Henderson
-2.53K
- 30.89%
N/A
5.65K $0
JUCY
ETF Ser Solutions Aptus Enhanc
-5.02K
- 0.72%
N/A
696K $0
Solventum Corp
-177
- 2.53%
N/A
6.82K $0
Strategic Trust
-6.75K
- 17.91%
N/A
31K $0
FTGS
First Tr Exchange Traded Fd Gr
-15.8K
- 3.08%
N/A
498K $0
Nb Bancorp
-2.63K
- 5.28%
N/A
47.1K $0
TRFK
Pacer Fds Tr
-179
- 2.57%
N/A
6.77K $0
Ishares U S
-260K
- 31.48%
N/A
566K $0
Finance Of America Compan
-374
- 1.09%
N/A
34.1K $0
Allspring Exchange Traded Fu
-7K
- 3.71%
N/A
182K $0
ALCC
Alt C Acquisition Corp.

Financial Services
-1.07K
- 26.9%
N/A
2.91K $0
Aegon LTD
-1.91K
- 6.48%
N/A
27.6K $0
Astera Labs
-5
- 0.21%
N/A
2.38K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
-5
- 0.13%
N/A
3.85K $0
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-2.17K
- 3.22%
$21.62 - $22.81 $46.9K - $49.4K
65.2K $1.47M
CSHI
Shp ETF Tr Neos Enhanced Incom
-5.97K
- 3.99%
N/A
144K $0
CRH.L
Crh PLC

Basic Materials
-336
- 5.52%
N/A
5.75K $0
Reddit Inc
-4.08K
- 39.04%
N/A
6.38K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-980
- 6.03%
N/A
15.3K $0
CERS
Cerus Corp

Healthcare
-623
- 3.97%
$1.16 - $1.6 $723 - $997
15.1K $23K
SOCL
Global X Fds Global X Social M

ETFs
-825
- 11.68%
$52.7 - $62.63 $43.5K - $51.7K
6.24K $378K
SF
Stifel Financial Corp

Financial Services
-221
- 7.87%
$105.26 - $116.4 $23.3K - $25.7K
2.59K $293K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
-1.26K
- 3.41%
$30.43 - $31.63 $38.2K - $39.7K
35.5K $1.12M
DHS
Wisdomtree Tr U.S

ETFs
-218
- 4.23%
$96.42 - $101.82 $21K - $22.2K
4.93K $496K
GNL
Global Net Lease, Inc.

Real Estate
-619
- 5.33%
$6.85 - $8.33 $4.24K - $5.16K
11K $89K
SOUN
Soundhound Ai, Inc.

Technology
-7.07K
- 32.57%
$10.11 - $18.05 $71.5K - $128K
14.6K $235K
ALL
Allstate Corp

Financial Services
-285
- 5.91%
$192.0 - $214.65 $54.7K - $61.2K
4.53K $973K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
-17
- 1.3%
$220.33 - $265.97 $3.75K - $4.52K
1.29K $315K
KOMP
Spdr S&P Kensho New Economies

ETFs
-593
- 11.78%
$54.38 - $62.69 $32.2K - $37.2K
4.44K $276K
ROST
Ross Stores, Inc.

Consumer Cyclical
-1.52K
- 16.11%
$127.59 - $152.81 $194K - $233K
7.92K $1.21M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.41K
- 2.77%
$30.67 - $32.13 $43.1K - $45.1K
49.4K $1.56M
NJR
New Jersey Resources Corp

Utilities
-763
- 6.08%
$45.05 - $48.15 $34.4K - $36.7K
11.8K $567K
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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