Integrated Wealth Concepts »

Harris Oakmark Etf Trust shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Harris Oakmark Etf Trust (OAKM) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Harris Oakmark Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Harris Oakmark Etf Trust held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Harris Oakmark Etf Trust by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $28k 1.0k 28.17

More positions owned by Integrated Wealth Concepts

Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Etf Ser Solutions Aptus Defined (DRSK)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Etf Ser Solutions Aptus Int Enh Yl (IDUB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Integrated Wealth Concepts

Top funds holding Harris Oakmark Etf Trust

Choate Investment Advisors
HPM Partners
LPL Financial
Advisor Group Holdings
Bank of America Corporation
Wealth Enhancement Advisory Services
Raymond James Financial
Abound Financial
Commonwealth Equity Services
Royal Bank of Canada
AI Financial Services
KWB Wealth
Steward Partners Investment Advisory
BEAM Asset Management
Appalachian Capital Management

View all funds holding Harris Oakmark Etf Trust