Integrated Wealth Concepts
BETR icon

Integrated Wealth Concepts’s Better Home & Finance Holding BETR Stock Holding History

Integrated Wealth Concepts’s Portfolio BETR Stock Details BETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-8,351
Closed -$297K – 2420
2026
Q1 		$297K Buy
+8,351
New +$268K ﹤0.01% 1864

Other funds holding BETR

BlackRock
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SoftBank Group
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Frontier Capital Management
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Integrated Wealth Concepts sold out of Better Home & Finance Holding (BETR) in Q2 2026, closing a stake of 8,351 shares — an estimated $297K sold.

Integrated Wealth Concepts first reported a position in BETR in Q1 2026 and held it in 1 quarter. The position peaked at $297K in Q1 2026. 89 funds tracked by Wall St. Rank hold BETR as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining Better Home & Finance Holding position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 8,351 Better Home & Finance Holding shares in Q2 2026, an estimated $297K.
  • Integrated Wealth Concepts first reported a position in Better Home & Finance Holding in Q1 2026 and held it in 1 quarter.
  • Integrated Wealth Concepts's Better Home & Finance Holding position peaked at $297K in Q1 2026.
  • 89 funds tracked by Wall St. Rank held Better Home & Finance Holding as of Q2 2026.

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