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Exchange Traded Concepts Tr robo stx glb etf shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Exchange Traded Concepts Tr robo stx glb etf (ROBO) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Exchange Traded Concepts Tr robo stx glb etf

Tip: Access up to 7 years of quarterly data

All positions including Exchange Traded Concepts Tr robo stx glb etf held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Exchange Traded Concepts Tr robo stx glb etf by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $497k 5.8k 85.66
2026-03-31 $210k 3.1k 68.43

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Top funds holding Exchange Traded Concepts Tr robo stx glb etf

UBS Group
Morgan Stanley
Northwestern Mutual Wealth Management Company
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
LPL Financial
Raymond James Financial
Ameriprise Financial
Royal Bank of Canada
Armstrong Advisory Group
Gray Foundation
Biltmore Family Office
MinichMacGregor Wealth Management
CI Private Wealth
Carmel Capital Management
NTV Asset Management

View all funds holding Exchange Traded Concepts Tr robo stx glb etf