Integrated Wealth Concepts’s Evolution Petroleum EPM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.32K	Buy	+2,262	New	+$9.89K	﹤0.01%	4672

Other funds holding EPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Evolution Petroleum (EPM) in Q2 2026: 2,262 shares worth $8.32K. The stake represents ﹤0.01% of the portfolio and ranks #4672 among its holdings.

118 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

Integrated Wealth Concepts held 2,262 shares of Evolution Petroleum worth $8.32K as of Q2 2026.
Evolution Petroleum was a new Integrated Wealth Concepts position in Q2 2026.
Evolution Petroleum made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4672 holding.
118 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

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