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Ab Active Etfs shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Ab Active Etfs (SYFI) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Ab Active Etfs

Tip: Access up to 7 years of quarterly data

All positions including Ab Active Etfs held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ab Active Etfs by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-03-31 $834k 24k 35.52

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)
Ishares Core MF Closed and MF Open (IVV)
Nvidia Corp Common Stock (NVDA)
Aptus Defined MF Closed and MF Open (DRSK)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Ishares Msci MF Closed and MF Open (QUAL)
State Street MF Closed and MF Open (SPY)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Vanguard S&p MF Closed and MF Open (VOO)
Invesco Qqq MF Closed and MF Open (QQQ)
Aptus Intl MF Closed and MF Open (IDUB)
State Street MF Closed and MF Open (SPYM)

View all positions for Integrated Wealth Concepts

Top funds holding Ab Active Etfs

Alliancebernstein
Royal Bank of Canada
UBS Group
Bank of America Corporation
Morgan Stanley
LPL Financial
Arkadios Wealth Advisors
Wagner Wealth Management
Northwestern Mutual Wealth Management Company
Raymond James Financial
Advisor Group Holdings
Solano Wealth Investment Advisors
Huntleigh Advisors
Great Valley Advisor Group
Oppenheimer Asset Management

View all funds holding Ab Active Etfs