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Tidal Tr shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Tidal Tr (RSSX) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Tidal Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tidal Tr by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 86k 25.36

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 Tidal Tr

CLG
Integrated Wealth Concepts
Napa Wealth Management
CWM
Innova Wealth Partners
Triton Wealth Management, P
Worth Asset Management
Jane Street
IFP Advisors
ORG Partners

View all funds holding Tidal Tr