Integrity Wealth Partners, LLC
Position in IGR — Cbre Global Real Estate Income Fund
CIK 2121884
WALNUT CREEK, CA
Position in IGR
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$129,004
New position
Shares Held
29,386
first reported quarter
Ownership
0.019%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Asset Management
Financial Services · as of Mar 31, 2026Integrity Wealth Partners, LLC holds $7,708,996 across 10 Asset Management names. IGR ranks #10 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDO |
PIMCO Dynamic Income Opportunities Fund
|
233,197 | $3,015,237 | |
| 2 | NAC |
Nuveen California Quality Municipal Income Fund
|
95,930 | $1,117,584 | |
| 3 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
73,386 | $824,124 | |
| 4 | BBN |
BlackRock Taxable Municipal Bond Trust
|
44,345 | $717,058 | |
| 5 | NXG |
NXG NextGen Infrastructure Income Fund
|
10,536 | $578,742 | |
| 6 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
24,887 | $564,934 | |
| 7 | NBB |
Nuveen Taxable Municipal Income Fund
|
20,124 | $315,141 | |
| 8 | GBAB |
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
|
17,543 | $254,373 |
All Filings in IGR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $129,004 | 29,386 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||