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Kelly Strategic Etf Trust shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Kelly Strategic Etf Trust (RUNN) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Kelly Strategic Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Kelly Strategic 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 Kelly Strategic Etf Trust by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-12-31 $647k 19k 33.34
2025-09-30 $1.1M 31k 34.27
2025-06-30 $1.3M 38k 33.84

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
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Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Apple Common Stock (AAPL)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Msci MF Closed and MF Open (QUAL)
Ishares U S MF Closed and MF Open (DYNF)
Goldman Sachs MF Closed and MF Open (GSEW)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Series Trust MF Closed and MF Open (SPYM)
Vanguard Total MF Closed and MF Open (BND)
Schwab Strategic Tr MF Closed and MF Open (SCHX)

View all positions for Integrated Wealth Concepts

Top funds holding Kelly Strategic Etf Trust

Boulay Financial Advisors
Royal Bank of Canada
Colony
Tradition Wealth Management
Boyum Wealth Architects
Mutual Advisors
Financial Designs Corp
GeoWealth Management
Apexium Financial
Mml Investors Services
MBL Wealth
Ted Buchan & Co
Ausdal Financial Partners
Ohe Financial
Freedom Financial Partners

View all funds holding Kelly Strategic Etf Trust