Integrated Wealth Concepts’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$28.2K	Buy	+1,001	New	+$28.1K	﹤0.01%	3818

Other funds holding OAKM

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Abound Financial Granite Bay, California $251M AUM 20.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Oakmark U.S. Large Cap ETF (OAKM) in Q2 2026: 1,001 shares worth $28.2K. The stake represents ﹤0.01% of the portfolio and ranks #3818 among its holdings.

96 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

Integrated Wealth Concepts held 1,001 shares of Oakmark U.S. Large Cap ETF worth $28.2K as of Q2 2026.
Oakmark U.S. Large Cap ETF was a new Integrated Wealth Concepts position in Q2 2026.
Oakmark U.S. Large Cap ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3818 holding.
96 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

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