MondegarAI
INTEGRATED CAPITAL MANAGEMENT, INC.

Q2 2024 · 13F-HR

INTEGRATED CAPITAL MANAGEMENT, INC.holdings as filed

Filed 2024-07-12 · accession 0001085146-24-002874

$125.3M
Reported value
79
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
025072349AVLVAMERICAN CENTY ETF TR$18.3M14.6%291,321CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$10.0M8.01%54,971CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$9.6M7.62%272,391CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$9.3M7.42%661,735CommonNONE
78468R101SPTSSPDR SER TR$7.4M5.87%254,882CommonNONE
464288877EFVISHARES TR$6.4M5.08%120,018CommonNONE
25861R402DMBSDOUBLELINE ETF TRUST$5.9M4.73%122,966CommonNONE
78464A375SPIBSPDR SER TR$5.8M4.61%177,451CommonNONE
92189H300EMLCVANECK ETF TRUST$5.1M4.09%215,368CommonNONE
78464A805SPTMSPDR SER TR$5.0M4.01%75,716CommonNONE
72202L389MFEMPIMCO EQUITY SER$4.7M3.77%230,717CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$4.7M3.73%88,310CommonNONE
78464A672SPTISPDR SER TR$4.0M3.17%141,573CommonNONE
78464A649SPABSPDR SER TR$3.6M2.86%142,820CommonNONE
921932778VIOVVANGUARD ADMIRAL FDS INC$3.4M2.75%41,170CommonNONE
464287614IWFISHARES TR$2.9M2.31%7,957CommonNONE
922908769VTIVANGUARD INDEX FDS$2.3M1.81%8,461CommonNONE
78464A664SPTLSPDR SER TR$1.6M1.25%57,369CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.2M0.99%25,205CommonNONE
67066V101NADNUVEEN QUALITY MUNCP INCOME$522,2490.42%44,485CommonNONE
97717Y527USFRWISDOMTREE TR$513,5500.41%10,208CommonNONE
670657105XNEAXNUVEEN AMT FREE QLTY MUN INC$465,6260.37%40,631CommonNONE
67070X101NZFNUVEEN MUNICIPAL CREDIT INC$447,3500.36%36,223CommonNONE
594918104MSFTMICROSOFT CORP$423,4110.34%947CommonNONE
09248X100BBNBLACKROCK TAX MUNICPAL BD TR$353,3820.28%21,614CommonNONE
36242H104XGDVXGABELLI DIVID & INCOME TR$340,9190.27%15,012CommonNONE
33718W103FPFFIRST TR INTER DURATN PFD &$332,4320.27%18,096CommonNONE
670682103NMZNUVEEN MUN HIGH INCOME OPPOR$313,7820.25%29,081CommonNONE
722014107PHKPIMCO HIGH INCOME FD$285,9400.23%59,324CommonNONE
003009107ABRDN ASIA PACIFIC INCOME FU$285,6730.23%106,594CommonNONE
27829F108XEXGXEATON VANCE TAX-MANAGED GLOB$281,7250.22%33,340CommonNONE
92840R101NFJVIRTUS DIVIDEND INTEREST & P$272,0310.22%22,152CommonNONE
43010E404HFROHIGHLAND OPPORTUNITIES$266,3440.21%42,615CommonNONE
6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$262,7780.21%19,465CommonNONE
338478100XFFCXFLAHERTY & CRUMRINE PFD SECS$259,5630.21%17,550CommonNONE
92838X102VIRTUS CONVERTIBLE & INCOME$241,7120.19%73,918CommonNONE
95766R104WIWWESTERN AST INFL LKD OPP & I$238,9990.19%28,085CommonNONE
78464A508SPYVSPDR SER TR$233,1880.19%4,784CommonNONE
00326L100XAODXABRDN TOTAL DYNAMIC DIVIDEND$232,1920.19%27,609CommonNONE
27829C105ETWEATON VANCE TAX-MANAGED GLOB$231,0440.18%27,938CommonNONE
92838U108VIRTUS CONVERTIBLE & INC FD$225,5730.18%77,251CommonNONE
72200W106PMLPIMCO MUN INCOME FD II$225,0350.18%26,382CommonNONE
92835W107ZTRVIRTUS TOTAL RETURN FD INC$221,4200.18%40,590CommonNONE
95766K109HIOWESTERN ASSET HIGH INCOME OP$219,4610.18%57,601CommonNONE
95766M105MMUWESTERN ASSET MANAGED MUNS F$217,4640.17%21,011CommonNONE
67074C103NBBNUVEEN TAXABLE MUNICPAL INM$210,4210.17%13,567CommonNONE
94987B105XEADXALLSPRING INCOME OPPORTUNIT$210,2880.17%31,766CommonNONE
092501105XBOEXBLACKROCK ENHANCED GLOBAL DI$209,8640.17%19,780CommonNONE
67075F105XDIAXNUVEEN DOW 30 DYNMC OVERWRT$208,7590.17%14,901CommonNONE
368802104GAMGENERAL AMERN INVS CO INC$205,8100.16%4,139CommonNONE
09253N104MHDBLACKROCK MUNIHOLDINGS FD IN$205,3700.16%16,987CommonNONE
101507101STEWSRH TOTAL RETURN FUND INC$201,9700.16%13,881CommonNONE
05588W108LEOBNY MELLON STRATEGIC MUNS IN$200,1850.16%32,710CommonNONE
09248F109BLACKROCK MUN INCOME TR$197,9870.16%19,391CommonNONE
09253R105XMVFXBLACKROCK MUNIVEST FD INC$197,8860.16%27,599CommonNONE
09249N101BLEBLACKROCK MUNI INCOME TR II$197,7040.16%18,289CommonNONE
06760L100BGHBARINGS GLOBAL SHORT DURATIO$194,9270.16%13,490CommonNONE
27828X100ETBEATON VANCE TAX MNGED BUY WR$194,4140.16%13,769CommonNONE
76882G107OPPRIVERNORTH DOUBLELINE STRATE$193,9070.15%22,417CommonNONE
64124P101NBHNEUBERGER BERMAN MUN FD INC$192,9480.15%18,066CommonNONE
233368109KTFDWS MUN INCOME TR NEW$192,7830.15%20,357CommonNONE
72201A103XPMQXPIMCO MUN INCOME FD III$192,7080.15%24,455CommonNONE
09660L105DHFBNY MELLON HIGH YIELD STRATE$191,8380.15%79,601CommonNONE
22544F103DHYCREDIT SUISSE HIGH YIELD BD$191,2450.15%94,676CommonNONE
27826U108EVNEATON VANCE MUNI INCOME TRUS$189,6470.15%18,323CommonNONE
092524107XBGYXBLACKROCK ENHANCED INTL DIV$189,3400.15%33,932CommonNONE
746922103PMOPUTNAM MUN OPPORTUNITIES TR$188,7730.15%18,399CommonNONE
723763108XMHIXPIONEER MUNICIPAL HIGH INCOM$188,1490.15%20,585CommonNONE
09662E109DSMBNY MELLON STRATEGIC MUN BD$187,2260.15%31,519CommonNONE
95790B109DMOWESTERN ASSET MTG DEFINED OP$184,7990.15%15,490CommonNONE
92912T100XIGDXVOYA GLBL EQTY DIV & PREM OP$184,1480.15%35,827CommonNONE
72369H106XPHTXPIONEER HIGH INCOME FUND INC$183,6790.15%24,425CommonNONE
723762100XPMAXPIONEER MUNICIPAL HIGH INCOM$175,0320.14%21,319CommonNONE
23342Q101DWS STRATEGIC MUN INCOME TR$136,6550.11%13,860CommonNONE
552738106MFMMFS MUN INCOME TR$135,4620.11%24,810CommonNONE
00302M106XAGDXABRDN GLOBAL DYNAMIC DIVIDEN$135,3310.11%13,866CommonNONE
46131F101VLTINVESCO HIGH INCOME TR II$134,1780.11%12,694CommonNONE
880191101EMFTEMPLETON EMERGING MKTS FD$134,0330.11%10,844CommonNONE
361570104GDLGDL FD$134,0110.11%17,093CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.