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Integrated Wealth Concepts’s Columbia Research Enhanced Value ETF REVS Stock Holding History

Integrated Wealth Concepts’s Portfolio REVS Stock Details REVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$188K Buy
+5,986
New +$184K ﹤0.01% 2371

Other funds holding REVS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Columbia Research Enhanced Value ETF (REVS) in Q2 2026: 5,986 shares worth $188K. The stake represents ﹤0.01% of the portfolio and ranks #2371 among its holdings.

38 funds tracked by Wall St. Rank hold REVS as of Q2 2026.

  • Integrated Wealth Concepts held 5,986 shares of Columbia Research Enhanced Value ETF worth $188K as of Q2 2026.
  • Columbia Research Enhanced Value ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Columbia Research Enhanced Value ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2371 holding.
  • 38 funds tracked by Wall St. Rank held Columbia Research Enhanced Value ETF as of Q2 2026.

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