Integrated Wealth Concepts’s ProShares Ultra Utilities UPW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.01K	Buy	+42	New	+$1.01K	﹤0.01%	5530

Other funds holding UPW

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

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in ProShares Ultra Utilities (UPW) in Q2 2026: 42 shares worth $1.01K. The stake represents ﹤0.01% of the portfolio and ranks #5530 among its holdings.

13 funds tracked by Wall St. Rank hold UPW as of Q2 2026.

Integrated Wealth Concepts held 42 shares of ProShares Ultra Utilities worth $1.01K as of Q2 2026.
ProShares Ultra Utilities was a new Integrated Wealth Concepts position in Q2 2026.
ProShares Ultra Utilities made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5530 holding.
13 funds tracked by Wall St. Rank held ProShares Ultra Utilities as of Q2 2026.

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