Ownership history in Integrated Wealth Concepts LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in AB ACTIVE ETFS INC (FWD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 352,922 | +85,449 | +31.9% | 0.44% | $36.8M | $104.41 |
| 2025 Q3 | ADDED | 267,473 | +141,553 | +112.4% | 0.24% | $27.1M | $101.08 |
| 2025 Q2 | ADDED | 125,920 | +13,753 | +12.3% | 0.11% | $11.3M | $89.62 |
| 2025 Q1 | ADDED | 112,167 | +26,584 | +31.1% | 0.09% | $7.9M | $70.33 |
| 2024 Q4 | ADDED | 85,583 | +26,912 | +45.9% | 0.08% | $6.8M | $79.10 |
| 2024 Q3 | ADDED | 58,671 | +35,110 | +149.0% | 0.06% | $4.6M | $76.86 |
| 2024 Q2 | INITIATED | 23,561 | — | — | 0.02% | $1.8M | — |
As of 2025 Q4 — sorted by position size