Integrated Wealth Concepts’s TriplePoint Venture Growth BDC TPVG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$614	Buy	+125	New	+$670	﹤0.01%	5620

Other funds holding TPVG

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

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

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

Integrated Wealth Concepts opened a new position in TriplePoint Venture Growth BDC (TPVG) in Q2 2026: 125 shares worth $614. The stake represents ﹤0.01% of the portfolio and ranks #5620 among its holdings.

63 funds tracked by Wall St. Rank hold TPVG as of Q2 2026.

Integrated Wealth Concepts held 125 shares of TriplePoint Venture Growth BDC worth $614 as of Q2 2026.
TriplePoint Venture Growth BDC was a new Integrated Wealth Concepts position in Q2 2026.
TriplePoint Venture Growth BDC made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5620 holding.
63 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q2 2026.

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