Back to Integrated Wealth Concepts LLC

ACIO
Showing 8 of 11 quarters

Position history for Integrated Wealth Concepts LLC's holdings in ETF SER SOLUTIONS

Integrated Wealth Concepts LLC holds 7.9M shares of ACIO (ETF SER SOLUTIONS), worth $329.7M as of 2026-Q1. The position was increased (+29.3% shares). ACIO represents 2.6% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$329.7M

Current Shares

7.9M

Total Value Change

+$220M

Total Shares Change

+4.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
7.9M
+29.3%
$329.7M2.6%$43.29
67
2025-Q4
Decreased
6.1M
-17.1%
$265.7M3.2%$44.00
0
2025-Q3
Increased
7.3M
+9.9%
$318.6M2.8%$43.29
58
2025-Q2
Increased
6.7M
+23.4%
$276.3M2.8%$41.16
64
2025-Q1
Increased
5.4M
+2.4%
$209.4M2.4%$38.47
54
2024-Q4
Increased
5.3M
+22.4%
$212.7M2.5%$40.14
63
2024-Q3
Increased
4.3M
+48.1%
$171.6M2.1%$39.40
72
2024-Q2
Increased
2.9M
+116.7%
$109.7M1.5%$37.41
76

Other major holders of ACIO: Aptus Capital Advisors, LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used