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Portfolio (Quarterly) Guide ↗

INTEGRATED CAPITAL MANAGEMENT, INC.

· CIK 0001608826
13F Portfolio $143M AUM 57 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 6 New 12 Added 38 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 PDBC INVESCO ACTVELY MNGD ETC FD 771,004 $10.2M 6.79% SOLD
2 MSFT MICROSOFT CORP Technology 900 $435K 0.29% SOLD
3 NUVEEN S&P 500 BUY-WRITE INC 27,738 $408K 0.27% SOLD
4 BLACKROCK MUNIYIELD FD INC 28,669 $301K 0.20% SOLD
5 BLACKROCK MUNI INCOME TR II 27,040 $282K 0.19% SOLD
6 BLACKROCK MUN INCOME TR 28,119 $282K 0.19% SOLD
7 NUVEEN DOW 30 DYNMC OVERWRT 18,177 $277K 0.18% SOLD
8 BLACKROCK MUNIVEST FD INC 35,279 $244K 0.16% SOLD
9 AEF ABRDN EMERGING MARKETS EX CH Financial Services 33,754 $236K 0.16% SOLD
Sector Allocation
Financial Services 100.0%