IWC
SMC

Integrated Wealth Concepts’s Summit Midstream SMC Stock Holding History

Integrated Wealth Concepts’s Portfolio SMC Stock Details SMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$484 Buy
+17
New +$507 ﹤0.01% 5650

Other funds holding SMC

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DAMU
Deltroit Asset Management (UK) London $695M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Summit Midstream (SMC) in Q2 2026: 17 shares worth $484. The stake represents ﹤0.01% of the portfolio and ranks #5650 among its holdings.

75 funds tracked by Wall St. Rank hold SMC as of Q2 2026.

  • Integrated Wealth Concepts held 17 shares of Summit Midstream worth $484 as of Q2 2026.
  • Summit Midstream was a new Integrated Wealth Concepts position in Q2 2026.
  • Summit Midstream made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5650 holding.
  • 75 funds tracked by Wall St. Rank held Summit Midstream as of Q2 2026.

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