Integrated Wealth Concepts’s Principal Capital Appreciation Select ETF LCAP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.9K	Buy	+480	New	+$15.4K	﹤0.01%	4254

Other funds holding LCAP

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

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

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Principal Capital Appreciation Select ETF (LCAP) in Q2 2026: 480 shares worth $15.9K. The stake represents ﹤0.01% of the portfolio and ranks #4254 among its holdings.

13 funds tracked by Wall St. Rank hold LCAP as of Q2 2026.

Integrated Wealth Concepts held 480 shares of Principal Capital Appreciation Select ETF worth $15.9K as of Q2 2026.
Principal Capital Appreciation Select ETF was a new Integrated Wealth Concepts position in Q2 2026.
Principal Capital Appreciation Select ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4254 holding.
13 funds tracked by Wall St. Rank held Principal Capital Appreciation Select ETF as of Q2 2026.

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