IWC
FLC

Integrated Wealth Concepts’s Flaherty & Crumrine Total Return Fund FLC Stock Holding History

Integrated Wealth Concepts’s Portfolio FLC Stock Details FLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.61K Buy
+272
New +$4.6K ﹤0.01% 5006

Other funds holding FLC

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Flaherty & Crumrine Total Return Fund (FLC) in Q2 2026: 272 shares worth $4.61K. The stake represents ﹤0.01% of the portfolio and ranks #5006 among its holdings.

51 funds tracked by Wall St. Rank hold FLC as of Q2 2026.

  • Integrated Wealth Concepts held 272 shares of Flaherty & Crumrine Total Return Fund worth $4.61K as of Q2 2026.
  • Flaherty & Crumrine Total Return Fund was a new Integrated Wealth Concepts position in Q2 2026.
  • Flaherty & Crumrine Total Return Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5006 holding.
  • 51 funds tracked by Wall St. Rank held Flaherty & Crumrine Total Return Fund as of Q2 2026.

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