Integrated Wealth Concepts’s Exponent EXPO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$495K	Buy
2025 Q1	$525K	Sell
2024 Q4	$578K	Sell
2024 Q3	$767K	Sell
2024 Q2	$659K	Sell
2024 Q1	$631K	Sell
2023 Q4	$894K	Sell
2023 Q3	$927K	Buy
2023 Q2	$817K	Buy