Holos Integrated Wealth’s iShares S&P 100 ETF OEF Stock Holding History

Holos Integrated Wealth’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11.5K	Buy	+30	New	+$11.3K	0.01%	260

Other funds holding OEF

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

Holos Integrated Wealth's OEF Position: Q3 2026 in Review

Holos Integrated Wealth opened a new position in iShares S&P 100 ETF (OEF) in Q3 2026: 30 shares worth $11.5K. The stake represents 0.01% of the portfolio and ranks #260 among its holdings.

313 funds tracked by Wall St. Rank hold OEF as of Q3 2026.

Holos Integrated Wealth held 30 shares of iShares S&P 100 ETF worth $11.5K as of Q3 2026.
iShares S&P 100 ETF was a new Holos Integrated Wealth position in Q3 2026.
iShares S&P 100 ETF made up 0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #260 holding.
313 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.