Integrated Wealth Concepts’s Solid Power SLDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-11,613	Closed	-$25.4K	–	2089
2025 Q2	$25.4K	Buy	+11,613	New	+$16.3K	﹤0.01%	1882

Other funds holding SLDP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Integrated Wealth Concepts's SLDP Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of Solid Power (SLDP) in Q3 2025, closing a stake of 11,613 shares — an estimated $25.4K sold.

Integrated Wealth Concepts first reported a position in SLDP in Q2 2025 and held it in 1 quarter. The position peaked at $25.4K in Q2 2025. 167 funds tracked by Wall St. Rank hold SLDP as of Q3 2025.

Integrated Wealth Concepts reported no remaining Solid Power position as of Q3 2025 after selling out during the quarter.
Integrated Wealth Concepts sold 11,613 Solid Power shares in Q3 2025, an estimated $25.4K.
Integrated Wealth Concepts first reported a position in Solid Power in Q2 2025 and held it in 1 quarter.
Integrated Wealth Concepts's Solid Power position peaked at $25.4K in Q2 2025.
167 funds tracked by Wall St. Rank held Solid Power as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.