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Fidelity Merrimack Str Tr shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Fidelity Merrimack Str Tr (FMUB) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Fidelity Merrimack Str Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Merrimack Str Tr by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $123k 2.4k 51.42

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Top funds holding Fidelity Merrimack Str Tr

CWM
Commonwealth Equity Services
Wealth Alliance Advisory Group
Jpmorgan Chase & Co
Advyzon Investment Management
Clarity Retirement & Wealth
Concurrent Investment Advisors
LPL Financial
Hicks Capital Management
IHT Wealth Management
Advisory Services Network
Cambridge Investment Research Advisors
Streettalk Advisors
Advisor Group Holdings
Landmark Wealth Management

View all funds holding Fidelity Merrimack Str Tr