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Integrated Wealth Concepts’s Royce Quant Small-Cap Quality Value ETF SQLV Stock Holding History

Integrated Wealth Concepts’s Portfolio SQLV Stock Details SQLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13K Buy
+250
New +$12.1K ﹤0.01% 4403

Other funds holding SQLV

EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Royce Quant Small-Cap Quality Value ETF (SQLV) in Q2 2026: 250 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #4403 among its holdings.

17 funds tracked by Wall St. Rank hold SQLV as of Q2 2026.

  • Integrated Wealth Concepts held 250 shares of Royce Quant Small-Cap Quality Value ETF worth $13K as of Q2 2026.
  • Royce Quant Small-Cap Quality Value ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Royce Quant Small-Cap Quality Value ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4403 holding.
  • 17 funds tracked by Wall St. Rank held Royce Quant Small-Cap Quality Value ETF as of Q2 2026.

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