IWC
AVEX

Integrated Wealth Concepts’s AEVEX Corp AVEX Stock Holding History

Integrated Wealth Concepts’s Portfolio AVEX Stock Details AVEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.4K Buy
+163
New +$4.23K ﹤0.01% 5160

Other funds holding AVEX

FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Integrated Wealth Concepts's AVEX Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in AEVEX Corp (AVEX) in Q2 2026: 163 shares worth $3.4K. The stake represents ﹤0.01% of the portfolio and ranks #5160 among its holdings.

147 funds tracked by Wall St. Rank hold AVEX as of Q2 2026.

  • Integrated Wealth Concepts held 163 shares of AEVEX Corp worth $3.4K as of Q2 2026.
  • AEVEX Corp was a new Integrated Wealth Concepts position in Q2 2026.
  • AEVEX Corp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5160 holding.
  • 147 funds tracked by Wall St. Rank held AEVEX Corp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.