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Position history for IWIntegrated Wealth Concepts LLC's holdings in NORTHERN LTS FD TR IV

Integrated Wealth Concepts LLC holds 8,901 shares of SECT (NORTHERN LTS FD TR IV), worth $641,359 as of 2026-Q2. The position was increased (+27.5% shares). SECT represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$641,359

Current Shares

8,901

Total Value Change

-$52.3M

Total Shares Change

-975,962

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
8,901
+27.5%
$641,3590.0%$72.06
30
2026-Q1
Decreased
6,981
-98.8%
$421,5600.0%$63.51
0
2025-Q4
Decreased
562,302
-3.8%
$36.3M0.4%$65.04
0
2025-Q3
Decreased
584,628
-10.8%
$36.8M0.3%$62.69
0
2025-Q2
Decreased
655,583
-29.4%
$38.1M0.4%$57.50
0
2025-Q1
Decreased
929,112
-3.8%
$47.4M0.6%$50.84
0
2024-Q4
Decreased
965,461
-2.0%
$53.1M0.6%$55.04
0
2024-Q3
Decreased
984,863
-2.9%
$53M0.6%$53.37
0

Other major holders of SECT: Orion Porfolio Solutions, LLC

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