Integrated Wealth Concepts’s Siren DIVCON Leaders Dividend ETF LEAD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.2K	Buy	+155	New	+$13.2K	﹤0.01%	4340

Other funds holding LEAD

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Siren DIVCON Leaders Dividend ETF (LEAD) in Q2 2026: 155 shares worth $14.2K. The stake represents ﹤0.01% of the portfolio and ranks #4340 among its holdings.

29 funds tracked by Wall St. Rank hold LEAD as of Q2 2026.

Integrated Wealth Concepts held 155 shares of Siren DIVCON Leaders Dividend ETF worth $14.2K as of Q2 2026.
Siren DIVCON Leaders Dividend ETF was a new Integrated Wealth Concepts position in Q2 2026.
Siren DIVCON Leaders Dividend ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4340 holding.
29 funds tracked by Wall St. Rank held Siren DIVCON Leaders Dividend ETF as of Q2 2026.

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