Integrated Wealth Concepts LLC

Position in NBB — Nuveen Taxable Municipal Income Fund

CIK 1737109 WALTHAM, MA

Position in NBB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$373,197

+$84,474 QoQ

Shares Held

23,650

+28.3% QoQ

Ownership

0.080%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#37

of 76 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $168,150,866 across 327 Asset Management names. NBB ranks #84 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHYS	Sprott Physical Gold Trust	669,243	$20,191,061
2	BX	Blackstone Inc.	72,843	$8,571,435
3	BPRE	Bluerock Private Real Estate Fund	598,905	$7,791,754
4	GOF	Guggenheim Strategic Opportunities Fund	554,462	$6,054,725
5	BGB	Blackstone Strategic Credit 2027 Term Fund	529,787	$5,986,593
6	MAIN	Main Street Capital CORP	90,172	$4,678,123
7	BLK	BlackRock, Inc.	4,756	$4,573,179
8	ADX	Adams Diversified Equity Fund, Inc.	162,590	$4,154,174

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$373,197	23,650	+28.3%	Shares	Sole	2026-08-12
2026-03-31	$288,723	18,437	+1.1%	Shares	Sole	2026-05-15
2025-09-30	$295,658	18,228	+1.2%	Shares	Sole	2025-11-14
2025-06-30	$284,981	18,014	+0.4%	Shares	Sole	2025-08-14
2025-03-31	$287,575	17,951	+7.2%	Shares	Sole	2025-05-15
2024-12-31	$250,885	16,748	-9.8%	Shares	Sole	2025-02-14
2024-09-30	$308,298	18,561	+2.1%	Shares	Sole	2024-11-14
2024-06-30	$281,971	18,180	+3.2%	Shares	Sole	2024-08-14
2024-03-31	$269,892	17,617	+1.0%	Shares	Sole	2024-05-15
2023-12-31	$275,314	17,436	-3.4%	Shares	Sole	2024-02-13
2023-09-30	$262,179	18,044	-14.0%	Shares	Sole	2023-11-15
2023-06-30	$329,019	20,970	-0.3%	Shares	Sole	2023-08-15
2023-03-31	$338,939	21,026	—	Shares	Sole	2023-05-03
No filing history on record for this holder in this stock.