IWA
LIEN

Icon Wealth Advisors’s Chicago Atlantic BDC LIEN Stock Holding History

Icon Wealth Advisors’s Portfolio LIEN Stock Details LIEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$131K Hold
14,255
– – 0.01% 387
2025
Q4 		$147K Hold
14,255
– – 0.01% 381
2025
Q3 		$150K Buy
+14,255
New +$152K 0.01% 417

Other funds holding LIEN

ICM
Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $157M AUM

Icon Wealth Advisors's LIEN Position: Q1 2026 in Review

Icon Wealth Advisors held its Chicago Atlantic BDC (LIEN) position steady in Q1 2026 at 14,255 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #387.

Icon Wealth Advisors first reported a position in LIEN in Q3 2025 and has held it in 3 quarters since. The position peaked at $150K in Q3 2025. 42 funds tracked by Wall St. Rank hold LIEN as of Q1 2026.

  • Icon Wealth Advisors held 14,255 shares of Chicago Atlantic BDC worth $131K as of Q1 2026.
  • Icon Wealth Advisors left its Chicago Atlantic BDC share count unchanged in Q1 2026.
  • Chicago Atlantic BDC made up 0.01% of Icon Wealth Advisors's portfolio in Q1 2026, its #387 holding.
  • Icon Wealth Advisors first reported a position in Chicago Atlantic BDC in Q3 2025 and has held it in 3 quarters since.
  • Icon Wealth Advisors's Chicago Atlantic BDC position peaked at $150K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.