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2023 Etf Series Trust shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of 2023 Etf Series Trust (BINV) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in 2023 Etf Series Trust

Tip: Access up to 7 years of quarterly data

All positions including 2023 Etf Series Trust held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in 2023 Etf Series Trust by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 54k 38.42
2025-06-30 $1.5M 42k 35.86
2025-03-31 $1.4M 42k 33.04

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
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 2023 Etf Series Trust

Hantz Financial Services
Scotia Capital
Advisor Group Holdings
Balance Wealth
LPL Financial
Citadel Advisors
Flow Traders US
Horizon Family Wealth
Fjell Capital
Envestnet Asset Management
Madison Asset Management
Integrated Wealth Concepts
Curtis Advisory Group
Susquehanna International
Stifel Financial

View all funds holding 2023 Etf Series Trust