Integrated Wealth Concepts’s Northern Trust Ultra-Short Fixed Income ETF RAVI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.39K	Buy	+85	New	+$6.4K	﹤0.01%	4837

Other funds holding RAVI

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

IFA

Interactive Financial Advisors New Lenox, Illinois $164M AUM 18.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

CIM LLC Albany, New York $773M AUM 28.11% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Northern Trust Ultra-Short Fixed Income ETF (RAVI) in Q2 2026: 85 shares worth $6.39K. The stake represents ﹤0.01% of the portfolio and ranks #4837 among its holdings.

75 funds tracked by Wall St. Rank hold RAVI as of Q2 2026.

Integrated Wealth Concepts held 85 shares of Northern Trust Ultra-Short Fixed Income ETF worth $6.39K as of Q2 2026.
Northern Trust Ultra-Short Fixed Income ETF was a new Integrated Wealth Concepts position in Q2 2026.
Northern Trust Ultra-Short Fixed Income ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4837 holding.
75 funds tracked by Wall St. Rank held Northern Trust Ultra-Short Fixed Income ETF as of Q2 2026.

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