Back to IW Integrated Wealth Concepts LLC
BUL2 quarters
Position history for IWIntegrated Wealth Concepts LLC's holdings in PACER FDS TR
Yes. Integrated Wealth Concepts holds 6,270 shares of BUL, worth $369,677, as of its Q2 2026 13F filing. It increased the position by 1,134 shares (+22.1%) from Q1 2026. Integrated Wealth Concepts has held BUL since Q1 2026, across 2 quarterly 13F filings.
Current Value
$369,677
Current Shares
6,270
Total Value Change
+$92,023
Total Shares Change
+1,134
Quarter-by-Quarter History
Other major holders of BUL: Pacer Advisors, Inc.