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Engine No 1 Etf Trust shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Engine No 1 Etf Trust (PWRD) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Engine No 1 Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Engine No 1 Etf Trust held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Engine No 1 Etf Trust by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.9M 56k 122.96

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Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
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Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Etf Ser Solutions Aptus Defined (DRSK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
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Amazon (AMZN)
Spdr Series Trust St Str P500etf (SPYM)

View all positions for Integrated Wealth Concepts

Top funds holding Engine No 1 Etf Trust

Dynasty Wealth Management
Jpmorgan Chase & Co
OpenArc Corporate Advisory
Sagespring Wealth Partners
Quotient Wealth Partners
LPL Financial
Raymond James Financial
Wells Fargo & Company
WCG Wealth Advisors
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Aspiriant
Principle Wealth Partners
Procyon Private Wealth Partners
Mariner Wealth Advisors

View all funds holding Engine No 1 Etf Trust