IWC
AIBZ

Integrated Wealth Concepts’s Bitzero Holdings AIBZ Stock Holding History

Integrated Wealth Concepts’s Portfolio AIBZ Stock Details AIBZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$67.6K Buy
+10,000
New +$79.5K ﹤0.01% 3136

Other funds holding AIBZ

Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.36B AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GAM
Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
HC
Hurley Capital New York $193M AUM 25.58% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Integrated Wealth Concepts's AIBZ Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Bitzero Holdings (AIBZ) in Q2 2026: 10,000 shares worth $67.6K. The stake represents ﹤0.01% of the portfolio and ranks #3136 among its holdings.

14 funds tracked by Wall St. Rank hold AIBZ as of Q2 2026.

  • Integrated Wealth Concepts held 10,000 shares of Bitzero Holdings worth $67.6K as of Q2 2026.
  • Bitzero Holdings was a new Integrated Wealth Concepts position in Q2 2026.
  • Bitzero Holdings made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3136 holding.
  • 14 funds tracked by Wall St. Rank held Bitzero Holdings as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.