IWC
LVDS

Integrated Wealth Concepts’s JPMorgan Fundamental Data Science Large Value ETF LVDS Stock Holding History

Integrated Wealth Concepts’s Portfolio LVDS Stock Details LVDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$70.4K Buy
+1,230
New +$67.5K ﹤0.01% 3100

Other funds holding LVDS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in JPMorgan Fundamental Data Science Large Value ETF (LVDS) in Q2 2026: 1,230 shares worth $70.4K. The stake represents ﹤0.01% of the portfolio and ranks #3100 among its holdings.

30 funds tracked by Wall St. Rank hold LVDS as of Q2 2026.

  • Integrated Wealth Concepts held 1,230 shares of JPMorgan Fundamental Data Science Large Value ETF worth $70.4K as of Q2 2026.
  • JPMorgan Fundamental Data Science Large Value ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • JPMorgan Fundamental Data Science Large Value ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3100 holding.
  • 30 funds tracked by Wall St. Rank held JPMorgan Fundamental Data Science Large Value ETF as of Q2 2026.

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