Integrated Wealth Concepts’s Davis Select US Equity ETF DUSA Stock Holding History

Integrated Wealth Concepts’s Portfolio DUSA Stock Details DUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$718K	Buy
2025 Q1	$591K	Buy
2024 Q4	$558K	Buy
2022 Q1	–	Sell
2021 Q4	$230K	Sell
2021 Q3	$234K	Buy