Icon Wealth Advisors
LIEN icon

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
Q2 		$139K Hold
14,255
– – 0.01% 420
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

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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
Condor Capital Management
Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return
LVM Capital Management
LVM Capital Management Portage, Michigan $1.2B AUM 32.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Partners Capital Investment Group
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
Black Maple Capital Management
Black Maple Capital Management Milwaukee, Wisconsin $176M AUM 9.49% 1-Year Est. Return

Icon Wealth Advisors's LIEN Position: Q2 2026 in Review

Icon Wealth Advisors held its Chicago Atlantic BDC (LIEN) position steady in Q2 2026 at 14,255 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #420.

Icon Wealth Advisors first reported a position in LIEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $150K in Q3 2025. 48 funds tracked by Wall St. Rank hold LIEN as of Q2 2026.

  • Icon Wealth Advisors held 14,255 shares of Chicago Atlantic BDC worth $139K as of Q2 2026.
  • Icon Wealth Advisors left its Chicago Atlantic BDC share count unchanged in Q2 2026.
  • Chicago Atlantic BDC made up 0.01% of Icon Wealth Advisors's portfolio in Q2 2026, its #420 holding.
  • Icon Wealth Advisors first reported a position in Chicago Atlantic BDC in Q3 2025 and has held it in 4 quarters since.
  • Icon Wealth Advisors's Chicago Atlantic BDC position peaked at $150K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.