Integrated Wealth Concepts’s ClearShares OCIO ETF OCIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.1K	Buy	+346	New	+$12.7K	﹤0.01%	4400

Other funds holding OCIO

BIP

Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return

BFA

Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LOWM

Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

Colonial Trust Spartanburg, South Carolina $790M AUM 27.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in ClearShares OCIO ETF (OCIO) in Q2 2026: 346 shares worth $13.1K. The stake represents ﹤0.01% of the portfolio and ranks #4400 among its holdings.

9 funds tracked by Wall St. Rank hold OCIO as of Q2 2026.

Integrated Wealth Concepts held 346 shares of ClearShares OCIO ETF worth $13.1K as of Q2 2026.
ClearShares OCIO ETF was a new Integrated Wealth Concepts position in Q2 2026.
ClearShares OCIO ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4400 holding.
9 funds tracked by Wall St. Rank held ClearShares OCIO ETF as of Q2 2026.

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