Integrated Wealth Concepts’s Liquidity Services LQDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.73K	Buy	+121	New	+$4.28K	﹤0.01%	4997

Other funds holding LQDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Liquidity Services (LQDT) in Q2 2026: 121 shares worth $4.73K. The stake represents ﹤0.01% of the portfolio and ranks #4997 among its holdings.

222 funds tracked by Wall St. Rank hold LQDT as of Q2 2026.

Integrated Wealth Concepts held 121 shares of Liquidity Services worth $4.73K as of Q2 2026.
Liquidity Services was a new Integrated Wealth Concepts position in Q2 2026.
Liquidity Services made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4997 holding.
222 funds tracked by Wall St. Rank held Liquidity Services as of Q2 2026.

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