Integrated Wealth Concepts’s America's Car Mart CRMT Stock Holding History

Integrated Wealth Concepts’s Portfolio CRMT Stock Details CRMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,682	Closed	-$206K	–	1991
2025 Q2	$206K	Buy	+3,682	New	+$182K	﹤0.01%	1760
2025 Q1	–	Sell	-4,206	Closed	-$216K	–	1761
2024 Q4	$216K	Buy	+4,206	New	+$192K	﹤0.01%	1560
2024 Q3	–	Sell	-3,343	Closed	-$201K	–	1689
2024 Q2	$201K	Buy	3,343 +42	+1%	+$2.54K	﹤0.01%	1525
2024 Q1	$211K	Hold	3,301	–	–	﹤0.01%	1501
2023 Q4	$250K	Buy	3,301 +450	+16%	+$34K	﹤0.01%	1352
2023 Q3	$260K	Sell	2,851 -562	-16%	-$58.7K	﹤0.01%	1296
2023 Q2	$341K	Buy	+3,413	New	+$296K	0.01%	1163

Other funds holding CRMT

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

Kize Capital New York $79.6M AUM 10.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Integrated Wealth Concepts's CRMT Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of America's Car Mart (CRMT) in Q3 2025, closing a stake of 3,682 shares — an estimated $206K sold.

Integrated Wealth Concepts first reported a position in CRMT in Q2 2023 and held it in 7 quarters. The position peaked at $341K in Q2 2023. 99 funds tracked by Wall St. Rank hold CRMT as of Q3 2025.

Integrated Wealth Concepts reported no remaining America's Car Mart position as of Q3 2025 after selling out during the quarter.
Integrated Wealth Concepts sold 3,682 America's Car Mart shares in Q3 2025, an estimated $206K.
Integrated Wealth Concepts first reported a position in America's Car Mart in Q2 2023 and held it in 7 quarters.
Integrated Wealth Concepts's America's Car Mart position peaked at $341K in Q2 2023.
99 funds tracked by Wall St. Rank held America's Car Mart as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.