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HEGDHEGD
7 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in LISTED FDS TR

Integrated Wealth Concepts LLC holds 44,190 shares of HEGD (LISTED FDS TR), worth $1.2M as of 2026-Q2. The position was increased (+110.5% shares). HEGD represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$1.2M

Current Shares

44,190

Total Value Change

+$886,222

Total Shares Change

+31,161

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
44,190
+110.5%
$1.2M0.0%$26.66
41
2026-Q1
Increased
20,995
+44.9%
$518,5700.0%$25.27
33
2025-Q4
Increased
14,490
+1.8%
$365,2850.0%$25.36
24
2025-Q3
Increased
14,233
+6.7%
$354,6810.0%$24.73
25
2025-Q2
Unchanged
13,344
0.0%
$313,5790.0%$23.28
0
2025-Q1
Increased
13,344
+2.4%
$292,2280.0%$21.79
24
2024-Q4
New
13,029
-
$291,8440.0%$22.45
32

Other major holders of HEGD: Beacon Pointe Advisors, LLC, LPL Financial LLC, NewEdge Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC

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