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Ab Active Etfs shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Ab Active Etfs (FWD) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Ab Active Etfs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ab Active Etfs by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $27M 268k 101.19
2025-06-30 $11M 126k 89.72
2025-03-31 $7.9M 112k 70.41
2024-12-31 $6.8M 86k 79.19
2024-09-30 $4.6M 59k 78.31
2024-06-30 $1.8M 24k 77.33

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 Ab Active Etfs

Alliancebernstein
Betterment
LPL Financial
Integrated Wealth Concepts
Quantum Private Wealth
Intrepid Financial Planning Group
Embree Financial Group
StoneCrest Wealth Management
BOS Asset Management
Cambridge Investment Research Advisors
Cornerstone Planning Group
Kingsview Wealth Management
Envestnet Asset Management
Wedbush Morgan Securities
Rockefeller Capital Management

View all funds holding Ab Active Etfs