Integrated Wealth Concepts’s Royce Micro-Cap Trust RMT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.01K	Buy	+137	New	+$1.84K	﹤0.01%	5356

Other funds holding RMT

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

ARA

Alexander Randolph Advisory Mclean, Virginia $121M AUM 27.14% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Royce Micro-Cap Trust (RMT) in Q2 2026: 137 shares worth $2.01K. The stake represents ﹤0.01% of the portfolio and ranks #5356 among its holdings.

108 funds tracked by Wall St. Rank hold RMT as of Q2 2026.

Integrated Wealth Concepts held 137 shares of Royce Micro-Cap Trust worth $2.01K as of Q2 2026.
Royce Micro-Cap Trust was a new Integrated Wealth Concepts position in Q2 2026.
Royce Micro-Cap Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5356 holding.
108 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q2 2026.

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