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shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of (CXDO) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in

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

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Quarterly reported holdings in by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.1k 283 7.47

More positions owned by Integrated Wealth Concepts

Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Etf Ser Solutions Aptus Defined (DRSK)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Etf Ser Solutions Aptus Int Enh Yl (IDUB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Integrated Wealth Concepts

Top funds holding

BlackRock
Royce & Associates
Vanguard Capital Management
Essex Investment Management
Citadel Advisors
Acadian Asset Management
Goldman Sachs Group
Geode Capital Management
Renaissance Technologies
Dimensional Fund Advisors
Jane Street
Qube Research & Technologies
Arrowstreet Capital, Limited Partnership
Bard Associates
Susquehanna International

View all funds holding