Integrated Wealth Concepts’s SanJac Alpha Core Plus Bond ETF SJCP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$152K	Buy	+6,074	New	+$152K	﹤0.01%	2510

Other funds holding SJCP

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

WIA

Wealthedge Investment Advisors New York $294M AUM 20.18% 1-Year Est. Return

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

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

Integrated Wealth Concepts opened a new position in SanJac Alpha Core Plus Bond ETF (SJCP) in Q2 2026: 6,074 shares worth $152K. The stake represents ﹤0.01% of the portfolio and ranks #2510 among its holdings.

4 funds tracked by Wall St. Rank hold SJCP as of Q2 2026.

Integrated Wealth Concepts held 6,074 shares of SanJac Alpha Core Plus Bond ETF worth $152K as of Q2 2026.
SanJac Alpha Core Plus Bond ETF was a new Integrated Wealth Concepts position in Q2 2026.
SanJac Alpha Core Plus Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2510 holding.
4 funds tracked by Wall St. Rank held SanJac Alpha Core Plus Bond ETF as of Q2 2026.

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