Back to IW Integrated Wealth Concepts LLC

RSBTRSBT
10 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in RETURN STACKED

Integrated Wealth Concepts LLC holds 378,380 shares of RSBT (RETURN STACKED), worth $7.1M as of 2026-Q1. The position was decreased (-9.6% shares). RSBT represents 0.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$7.1M

Current Shares

378,380

Total Value Change

+$3.5M

Total Shares Change

+165,490

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
378,380
-9.6%
$7.1M0.1%$19.10
0
2025-Q4
Increased
418,615
+35.1%
$7.5M0.1%$18.24
35
2025-Q3
Increased
309,908
+12.8%
$5.4M0.0%$16.83
30
2025-Q2
Increased
274,722
+1.4%
$4.5M0.0%$15.68
27
2025-Q1
Decreased
270,895
-19.8%
$4.6M0.1%$16.36
0
2024-Q4
Increased
337,650
+7.7%
$5.7M0.1%$16.21
29
2024-Q3
Increased
313,476
+3.0%
$5.7M0.1%$17.77
28
2024-Q2
Increased
304,207
+31.7%
$5.6M0.1%$17.76
34
2024-Q1
Increased
230,937
+8.5%
$4.2M0.1%$17.60
29
2023-Q4
New
212,890
-
$3.7M0.1%$16.73
37

Other major holders of RSBT: ENVESTNET ASSET MANAGEMENT INC, MML INVESTORS SERVICES, LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used