Integrated Wealth Concepts’s CrossAmerica Partners CAPL Stock Holding History

Integrated Wealth Concepts’s Portfolio CAPL Stock Details CAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.93K	Buy	+220	New	+$4.79K	﹤0.01%	4976

Other funds holding CAPL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in CrossAmerica Partners (CAPL) in Q2 2026: 220 shares worth $4.93K. The stake represents ﹤0.01% of the portfolio and ranks #4976 among its holdings.

60 funds tracked by Wall St. Rank hold CAPL as of Q2 2026.

Integrated Wealth Concepts held 220 shares of CrossAmerica Partners worth $4.93K as of Q2 2026.
CrossAmerica Partners was a new Integrated Wealth Concepts position in Q2 2026.
CrossAmerica Partners made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4976 holding.
60 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q2 2026.

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