Integrated Wealth Concepts
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Integrated Wealth Concepts’s Touchstone Securitized Income ETF TSEC Stock Holding History

Integrated Wealth Concepts’s Portfolio TSEC Stock Details TSEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-28,878
Closed -$755K – 2097
2025
Q2 		$755K Sell
28,878
-115,859
-80% -$3.03M 0.01% 1061
2025
Q1 		$3.79M Buy
144,737
+69,788
+93% +$1.82M 0.04% 382
2024
Q4 		$1.95M Buy
+74,949
New +$1.96M 0.02% 563

Other funds holding TSEC

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Winebrenner Capital Management
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Mission Creek Capital Partners
Mission Creek Capital Partners San Francisco, California $569M AUM 32.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Integrated Wealth Concepts sold out of Touchstone Securitized Income ETF (TSEC) in Q3 2025, closing a stake of 28,878 shares — an estimated $755K sold.

Integrated Wealth Concepts first reported a position in TSEC in Q4 2024 and held it in 3 quarters. The position peaked at $3.79M in Q1 2025. 14 funds tracked by Wall St. Rank hold TSEC as of Q3 2025.

  • Integrated Wealth Concepts reported no remaining Touchstone Securitized Income ETF position as of Q3 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 28,878 Touchstone Securitized Income ETF shares in Q3 2025, an estimated $755K.
  • Integrated Wealth Concepts first reported a position in Touchstone Securitized Income ETF in Q4 2024 and held it in 3 quarters.
  • Integrated Wealth Concepts's Touchstone Securitized Income ETF position peaked at $3.79M in Q1 2025.
  • 14 funds tracked by Wall St. Rank held Touchstone Securitized Income ETF as of Q3 2025.

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