Integrated Wealth ManagementETFConcentrated trader

CIK: 0002113155 | UNIONTOWN, OH

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	99	$101.6M	2026-10-19	SEC ↗
Q2 2026	13F-HR	91	$94.7M	2026-08-11	SEC ↗
Q1 2026	13F-HR	95	$87.2M	2026-04-23	SEC ↗
Q4 2025	13F-HR	92	$89.0M	2026-03-03	SEC ↗