Integrated Wealth Concepts’s U.S. Global Technology and Aerospace & Defense ETF WAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.4K	Buy	+504	New	+$15.6K	﹤0.01%	4193

Other funds holding WAR

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in U.S. Global Technology and Aerospace & Defense ETF (WAR) in Q2 2026: 504 shares worth $17.4K. The stake represents ﹤0.01% of the portfolio and ranks #4193 among its holdings.

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

Integrated Wealth Concepts held 504 shares of U.S. Global Technology and Aerospace & Defense ETF worth $17.4K as of Q2 2026.
U.S. Global Technology and Aerospace & Defense ETF was a new Integrated Wealth Concepts position in Q2 2026.
U.S. Global Technology and Aerospace & Defense ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4193 holding.
13 funds tracked by Wall St. Rank held U.S. Global Technology and Aerospace & Defense ETF as of Q2 2026.

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