IWMO
QBER

Integrated Wealth Management (Ohio)’s TrueShares Quarterly Bear Hedge ETF QBER Stock Holding History

Integrated Wealth Management (Ohio)’s Portfolio QBER Stock Details QBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$912K Buy
38,330
+10,770
+39% +$257K 0.96% 26
2026
Q1 		$665K Sell
27,560
-70,263
-72% -$1.68M 0.76% 43
2025
Q4 		$2.34M Buy
+97,823
New +$2.4M 2.64% 8

Other funds holding QBER

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

Integrated Wealth Management (Ohio)'s QBER Position: Q2 2026 in Review

Integrated Wealth Management (Ohio) increased its TrueShares Quarterly Bear Hedge ETF (QBER) stake by 39% in Q2 2026, buying an estimated $257K and bringing the position to 38,330 shares worth $912K. The position accounts for 0.96% of the portfolio, ranked #26.

Integrated Wealth Management (Ohio) first reported a position in QBER in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.34M in Q4 2025. 38 funds tracked by Wall St. Rank hold QBER as of Q2 2026.

  • Integrated Wealth Management (Ohio) held 38,330 shares of TrueShares Quarterly Bear Hedge ETF worth $912K as of Q2 2026.
  • Integrated Wealth Management (Ohio) bought 10,770 TrueShares Quarterly Bear Hedge ETF shares in Q2 2026, an estimated $257K.
  • TrueShares Quarterly Bear Hedge ETF made up 0.96% of Integrated Wealth Management (Ohio)'s portfolio in Q2 2026, its #26 holding.
  • Integrated Wealth Management (Ohio) first reported a position in TrueShares Quarterly Bear Hedge ETF in Q4 2025 and has held it in 3 quarters since.
  • Integrated Wealth Management (Ohio)'s TrueShares Quarterly Bear Hedge ETF position peaked at $2.34M in Q4 2025.
  • 38 funds tracked by Wall St. Rank held TrueShares Quarterly Bear Hedge ETF as of Q2 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 11 Aug 2026.