Integrated Wealth Concepts
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Integrated Wealth Concepts’s POET Technologies POET Stock Holding History

Integrated Wealth Concepts’s Portfolio POET Stock Details POET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,375
Closed -$61.6K – 2514
2026
Q1 		$61.6K Buy
+10,375
New +$67.3K ﹤0.01% 2207

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CloudAlpha Capital Management
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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
EC
Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Trexquant Investment
Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Integrated Wealth Concepts sold out of POET Technologies (POET) in Q2 2026, closing a stake of 10,375 shares — an estimated $61.6K sold.

Integrated Wealth Concepts first reported a position in POET in Q1 2026 and held it in 1 quarter. The position peaked at $61.6K in Q1 2026. 154 funds tracked by Wall St. Rank hold POET as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining POET Technologies position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 10,375 POET Technologies shares in Q2 2026, an estimated $61.6K.
  • Integrated Wealth Concepts first reported a position in POET Technologies in Q1 2026 and held it in 1 quarter.
  • Integrated Wealth Concepts's POET Technologies position peaked at $61.6K in Q1 2026.
  • 154 funds tracked by Wall St. Rank held POET Technologies as of Q2 2026.

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