Integrated Wealth Concepts’s Covenant Logistics CVLG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$972	Buy	+22	New	+$802	﹤0.01%	5540

Other funds holding CVLG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Covenant Logistics (CVLG) in Q2 2026: 22 shares worth $972. The stake represents ﹤0.01% of the portfolio and ranks #5540 among its holdings.

184 funds tracked by Wall St. Rank hold CVLG as of Q2 2026.

Integrated Wealth Concepts held 22 shares of Covenant Logistics worth $972 as of Q2 2026.
Covenant Logistics was a new Integrated Wealth Concepts position in Q2 2026.
Covenant Logistics made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5540 holding.
184 funds tracked by Wall St. Rank held Covenant Logistics as of Q2 2026.

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