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Fidelity Inv Grade Securit shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Fidelity Inv Grade Securit (FSEC) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Fidelity Inv Grade Securit

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Inv Grade Securit 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 Inv Grade Securit by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $15k 331 43.80

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Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
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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 Fidelity Inv Grade Securit

FMR
Cetera Investment Advisers
Citadel Advisors
Global Wealth Strategies & Associates
Envestnet Asset Management
Thrivent Financial for Lutherans
Jpmorgan Chase & Co
Kestra Advisory Services
Wealth Enhancement Advisory Services
Jane Street
Wiley Bros.-aintree Capital
Midwest Financial Network
Evergreen Wealth Solutions
RCS Financial Planning
Creative Planning

View all funds holding Fidelity Inv Grade Securit