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Ishares Ai Invatn And Tec Act Etf shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Ishares Ai Invatn And Tec Act Etf (BAI) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Ishares Ai Invatn And Tec Act Etf

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All positions including Ishares Ai Invatn And Tec Act Etf held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ai Invatn And Tec Act Etf by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 481k 34.16
2025-06-30 $7.9M 276k 28.85

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Bny Mellon MF Closed and MF Open (BKLC)
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Apple Common Stock (AAPL)
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Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
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SPDR S&P MF Closed and MF Open (SPY)
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Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

Top funds holding Ishares Ai Invatn And Tec Act Etf

Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Envestnet Portfolio Solutions
Park Avenue Securities
CWM
Mml Investors Services
Cetera Investment Advisers
Janney Montgomery Scott
Ameriprise Financial
Goss Wealth Management
Bank of New York Mellon
Resources Investment Advisors
Foundations Investment Advisors
JB Capital

View all funds holding Ishares Ai Invatn And Tec Act Etf