IWC
QTPI

Integrated Wealth Concepts’s North Square RCIM Tax-Advantaged Preferred and Income Securities ETF QTPI Stock Holding History

Integrated Wealth Concepts’s Portfolio QTPI Stock Details QTPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.38M Buy
+93,490
New +$2.39M 0.01% 870

Other funds holding QTPI

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.68B AUM 43.65% 1-Year Est. Return
WMA
West Michigan Advisors Holland, Michigan $526M AUM 45.54% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (QTPI) in Q2 2026: 93,490 shares worth $2.38M. The stake represents 0.01% of the portfolio and ranks #870 among its holdings.

10 funds tracked by Wall St. Rank hold QTPI as of Q2 2026.

  • Integrated Wealth Concepts held 93,490 shares of North Square RCIM Tax-Advantaged Preferred and Income Securities ETF worth $2.38M as of Q2 2026.
  • North Square RCIM Tax-Advantaged Preferred and Income Securities ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • North Square RCIM Tax-Advantaged Preferred and Income Securities ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #870 holding.
  • 10 funds tracked by Wall St. Rank held North Square RCIM Tax-Advantaged Preferred and Income Securities ETF as of Q2 2026.

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