Integrated Wealth Concepts’s American Century Quality Convertible Securities ETF QCON Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,413	Closed	-$258K	–	1592
2023 Q1	$258K	Buy	+6,413	New	+$256K	0.01%	1127

Other funds holding QCON

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

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

Integrated Wealth Concepts's QCON Position: Q2 2023 in Review

Integrated Wealth Concepts sold out of American Century Quality Convertible Securities ETF (QCON) in Q2 2023, closing a stake of 6,413 shares — an estimated $258K sold.

Integrated Wealth Concepts first reported a position in QCON in Q1 2023 and held it in 1 quarter. The position peaked at $258K in Q1 2023. 5 funds tracked by Wall St. Rank hold QCON as of Q2 2023.

Integrated Wealth Concepts reported no remaining American Century Quality Convertible Securities ETF position as of Q2 2023 after selling out during the quarter.
Integrated Wealth Concepts sold 6,413 American Century Quality Convertible Securities ETF shares in Q2 2023, an estimated $258K.
Integrated Wealth Concepts first reported a position in American Century Quality Convertible Securities ETF in Q1 2023 and held it in 1 quarter.
Integrated Wealth Concepts's American Century Quality Convertible Securities ETF position peaked at $258K in Q1 2023.
5 funds tracked by Wall St. Rank held American Century Quality Convertible Securities ETF as of Q2 2023.

Based on Integrated Wealth Concepts's 13F filing for Q2 2023, filed 15 Aug 2023.