IWC
ALLW

Integrated Wealth Concepts’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Integrated Wealth Concepts’s Portfolio ALLW Stock Details ALLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.2M Buy
+41,004
New +$1.22M 0.01% 1236

Other funds holding ALLW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return
PWM
Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Integrated Wealth Concepts's ALLW Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in State Street Bridgewater All Weather ETF (ALLW) in Q2 2026: 41,004 shares worth $1.2M. The stake represents 0.01% of the portfolio and ranks #1236 among its holdings.

161 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

  • Integrated Wealth Concepts held 41,004 shares of State Street Bridgewater All Weather ETF worth $1.2M as of Q2 2026.
  • State Street Bridgewater All Weather ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • State Street Bridgewater All Weather ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1236 holding.
  • 161 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.