IWC
FITZ

Integrated Wealth Concepts’s Fitz-Gerald Must Have Portfolio ETF FITZ Stock Holding History

Integrated Wealth Concepts’s Portfolio FITZ Stock Details FITZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$974 Buy
+40
New +$973 ﹤0.01% 5539

Other funds holding FITZ

SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MCM
Manchester Capital Management Manchester, Vermont $768M AUM 29.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Fitz-Gerald Must Have Portfolio ETF (FITZ) in Q2 2026: 40 shares worth $974. The stake represents ﹤0.01% of the portfolio and ranks #5539 among its holdings.

13 funds tracked by Wall St. Rank hold FITZ as of Q2 2026.

  • Integrated Wealth Concepts held 40 shares of Fitz-Gerald Must Have Portfolio ETF worth $974 as of Q2 2026.
  • Fitz-Gerald Must Have Portfolio ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Fitz-Gerald Must Have Portfolio ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5539 holding.
  • 13 funds tracked by Wall St. Rank held Fitz-Gerald Must Have Portfolio ETF as of Q2 2026.

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