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Integrated Wealth Concepts’s TruGolf TRUG Stock Holding History

Integrated Wealth Concepts’s Portfolio TRUG Stock Details TRUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$78 Buy
+60
New +$128 ﹤0.01% 5826

Other funds holding TRUG

VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in TruGolf (TRUG) in Q2 2026: 60 shares worth $78. The stake represents ﹤0.01% of the portfolio and ranks #5826 among its holdings.

9 funds tracked by Wall St. Rank hold TRUG as of Q2 2026.

  • Integrated Wealth Concepts held 60 shares of TruGolf worth $78 as of Q2 2026.
  • TruGolf was a new Integrated Wealth Concepts position in Q2 2026.
  • TruGolf made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5826 holding.
  • 9 funds tracked by Wall St. Rank held TruGolf as of Q2 2026.

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