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Integrated Wealth Concepts’s ALPS Active REIT ETF REIT Stock Holding History

Integrated Wealth Concepts’s Portfolio REIT Stock Details REIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.1K Buy
+794
New +$23.5K ﹤0.01% 3934

Other funds holding REIT

EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in ALPS Active REIT ETF (REIT) in Q2 2026: 794 shares worth $24.1K. The stake represents ﹤0.01% of the portfolio and ranks #3934 among its holdings.

14 funds tracked by Wall St. Rank hold REIT as of Q2 2026.

  • Integrated Wealth Concepts held 794 shares of ALPS Active REIT ETF worth $24.1K as of Q2 2026.
  • ALPS Active REIT ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • ALPS Active REIT ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3934 holding.
  • 14 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q2 2026.

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