Ownership history in Integrated Wealth Concepts LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in ETF SOLUTIONS (OSCV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Integrated Wealth Concepts LLC underperformed the S&P 500 by β13.6% annually on this OSCV position. Timing score: 43% (3/7 decisions correct). Average cost basis: $35.49. Maximum drawdown during holding period: β6.4%.
β Significantly underperformed the S&P 500 by 13.6% ann.
7 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 7 add/trim decisions correct
Best entry: $33.85 (2024 Q2) Β· Worst: $38.07 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 1 trim. Bought during 3 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Integrated Wealth Concepts LLC has been actively increasing its OSCV allocation β a bullish signal from insiders.
Currently 0.87% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.