Integrated Wealth Concepts’s Janus Henderson Short Duration Income ETF VNLA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$521K	Sell	10,664 -4,076	-28%	-$200K	﹤0.01%	1623
2026 Q1	$720K	Buy	14,740 +9,040	+159%	+$444K	0.01%	1310
2025 Q4	$280K	Sell	5,700 -2,647	-32%	-$130K	﹤0.01%	1352
2025 Q3	$411K	Sell	8,347 -6,190	-43%	-$304K	﹤0.01%	1455
2025 Q2	$715K	Sell	14,537 -125	-0.9%	-$6.12K	0.01%	1089
2025 Q1	$721K	Sell	14,662 -3,380	-19%	-$166K	0.01%	985
2024 Q4	$882K	Buy	18,042 +65	+0.4%	+$3.18K	0.01%	878
2024 Q3	$882K	Buy	17,977 +345	+2%	+$16.8K	0.01%	858
2024 Q2	$856K	Sell	17,632 -2,194	-11%	-$106K	0.01%	829
2024 Q1	$962K	Buy	19,826 +12,160	+159%	+$588K	0.01%	767
2023 Q4	$370K	Buy	7,666 +692	+10%	+$33.3K	0.01%	1145
2023 Q3	$335K	Sell	6,974 -1,120	-14%	-$53.6K	0.01%	1173
2023 Q2	$387K	Sell	8,094 -2,407	-23%	-$115K	0.01%	1115
2023 Q1	$501K	Buy	10,501 +1,016	+11%	+$48.5K	0.01%	857
2022 Q4	$450K	Buy	9,485 +300	+3%	+$14.5K	0.01%	685
2022 Q3	$445K	Buy	+9,185	New	+$447K	0.01%	623

Other funds holding VNLA

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Integrated Wealth Concepts reduced its Janus Henderson Short Duration Income ETF (VNLA) stake by 28% in Q2 2026, selling an estimated $200K and leaving 10,664 shares worth $521K. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

Integrated Wealth Concepts first reported a position in VNLA in Q3 2022 and has held it in 16 quarters since. The position peaked at $962K in Q1 2024. 236 funds tracked by Wall St. Rank hold VNLA as of Q2 2026.

Integrated Wealth Concepts held 10,664 shares of Janus Henderson Short Duration Income ETF worth $521K as of Q2 2026.
Integrated Wealth Concepts sold 4,076 Janus Henderson Short Duration Income ETF shares in Q2 2026, an estimated $200K.
Janus Henderson Short Duration Income ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1623 holding.
Integrated Wealth Concepts first reported a position in Janus Henderson Short Duration Income ETF in Q3 2022 and has held it in 16 quarters since.
Integrated Wealth Concepts's Janus Henderson Short Duration Income ETF position peaked at $962K in Q1 2024.
236 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q2 2026.

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