Integrated Wealth Concepts’s Sovereign's Capital Flourish Fund SOVF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.2K	Buy	+40	New	+$1.14K	﹤0.01%	5490

Other funds holding SOVF

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.22% 1-Year Est. Return

Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Sovereign's Capital Flourish Fund (SOVF) in Q2 2026: 40 shares worth $1.2K. The stake represents ﹤0.01% of the portfolio and ranks #5490 among its holdings.

25 funds tracked by Wall St. Rank hold SOVF as of Q2 2026.

Integrated Wealth Concepts held 40 shares of Sovereign's Capital Flourish Fund worth $1.2K as of Q2 2026.
Sovereign's Capital Flourish Fund was a new Integrated Wealth Concepts position in Q2 2026.
Sovereign's Capital Flourish Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5490 holding.
25 funds tracked by Wall St. Rank held Sovereign's Capital Flourish Fund as of Q2 2026.

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