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Columbia Tr I shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Columbia Tr I (INEQ) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Columbia Tr I

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Columbia Tr I by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.2k 84 38.58

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Top funds holding Columbia Tr I

Private Advisor
U.S. Capital Wealth Advisors
SRS Capital Advisors
LPL Financial
Cetera Investment Advisers
Retirement Planning Group
Financial Insights
Westside Investment Management
Flow Traders US
LaSalle St. Investment Advisors
Benjamin Edwards
Envestnet Asset Management
Harbour Investments
Commonwealth Equity Services
Pnc Financial Services

View all funds holding Columbia Tr I