Question 1

Does Integrated Wealth Concepts own USD stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Integrated Wealth Concepts holds 663,610 shares of USD, worth $69.2M.

Question 2

How many shares of USD does Integrated Wealth Concepts own?

Accepted Answer

As of its Q2 2026 13F, Integrated Wealth Concepts holds 663,610 shares of USD.

Question 3

What is Integrated Wealth Concepts' USD position worth?

Accepted Answer

As of its Q2 2026 13F, Integrated Wealth Concepts' USD position is worth $69.2M.

Question 4

Is Integrated Wealth Concepts buying or selling USD?

Accepted Answer

In Q2 2026, Integrated Wealth Concepts increased its USD position by 64,000 shares (+10.7%).

Question 5

When did Integrated Wealth Concepts first buy USD?

Accepted Answer

Integrated Wealth Concepts first reported USD in its Q1 2023 13F and has listed it in 13 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	663,610	+10.7%	$69.2M	0.5%	$104.26	39
2026-Q1	New	599,610	—	$28.8M	0.2%	$47.88	48
2025-Q4	Exited	0	-100.0%	$0	0.0%	$52.37	0
2025-Q3	Unchanged	300,718	0.0%	$29.8M	0.3%	$49.31	0
2025-Q2	Decreased	300,718	-19.8%	$22.3M	0.2%	$36.83	0
2025-Q1	Decreased	375,002	-0.4%	$15.1M	0.2%	$20.04	0
2024-Q4	Increased	376,652	+100.0%	$24.5M	0.3%	$32.31	55
2024-Q3	Decreased	188,326	-0.1%	$22.6M	0.3%	$29.71	0