Integrated Wealth Concepts’s Franklin Universal Trust FT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$870K	Sell	107,915 -190	-0.2%	-$1.54K	﹤0.01%	1421
2026 Q1	$866K	Sell	108,105 -16,522	-13%	-$134K	0.01%	1200
2025 Q4	$997K	Sell	124,627 -230	-0.2%	-$1.84K	0.01%	776
2025 Q3	$1M	Sell	124,857 -1,765	-1%	-$13.9K	0.01%	979
2025 Q2	$965K	Hold	126,622	–	–	0.01%	938
2025 Q1	$953K	Sell	126,622 -100	-0.1%	-$751	0.01%	849
2024 Q4	$926K	Hold	126,722	–	–	0.01%	850
2024 Q3	$958K	Buy	126,722 +13,494	+12%	+$96.3K	0.01%	820
2024 Q2	$771K	Hold	113,228	–	–	0.01%	873
2024 Q1	$752K	Sell	113,228 -814	-0.7%	-$5.31K	0.01%	880
2023 Q4	$758K	Sell	114,042 -2,763	-2%	-$17.7K	0.01%	829
2023 Q3	$742K	Sell	116,805 -573	-0.5%	-$3.88K	0.01%	816
2023 Q2	$790K	Sell	117,378 -2,955	-2%	-$20.2K	0.01%	778
2023 Q1	$858K	Buy	120,333 +11,241	+10%	+$79.1K	0.02%	672
2022 Q4	$734K	Buy	109,092 +4,830	+5%	+$32.2K	0.02%	549
2022 Q3	$660K	Buy	104,262 +15,454	+17%	+$118K	0.02%	522
2022 Q2	$662K	Buy	+88,808	New	+$679K	0.02%	524

Other funds holding FT

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Integrated Wealth Concepts reduced its Franklin Universal Trust (FT) stake by 0.18% in Q2 2026, selling an estimated $1.54K and leaving 107,915 shares worth $870K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Integrated Wealth Concepts first reported a position in FT in Q2 2022 and has held it in 17 quarters since. The position peaked at $1M in Q3 2025. 59 funds tracked by Wall St. Rank hold FT as of Q2 2026.

Integrated Wealth Concepts held 107,915 shares of Franklin Universal Trust worth $870K as of Q2 2026.
Integrated Wealth Concepts sold 190 Franklin Universal Trust shares in Q2 2026, an estimated $1.54K.
Franklin Universal Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1421 holding.
Integrated Wealth Concepts first reported a position in Franklin Universal Trust in Q2 2022 and has held it in 17 quarters since.
Integrated Wealth Concepts's Franklin Universal Trust position peaked at $1M in Q3 2025.
59 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2026.

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