Back to IW Integrated Wealth Concepts LLC

ACIOACIO
12 quarters

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

Integrated Wealth Concepts LLC holds 8M shares of ACIO (ETF SER SOLUTIONS), worth $367.9M as of 2026-Q2. The position was increased (+1.5% shares). ACIO represents 2.4% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$367.9M

Current Shares

8M

Total Value Change

+$367.7M

Total Shares Change

+8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
8M
+1.5%
$367.9M2.4%$46.11
54
2026-Q1
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
2024-Q1
Increased
1.3M
+26.9%
$48.5M0.7%$35.78
51
2023-Q4
Increased
1.1M
+130x
$35.2M0.6%$32.88
66
2023-Q3
New
8,069
-
$245,5300.0%$30.11
32

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