Integrated Wealth Concepts LLC
Position in SCM — Stellus Capital Investment Corp
CIK 1737109
WALTHAM, MA
Position in Asset Management
Financial Services · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $346,355,725 across 136 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
1,638,614 | $186,152,325 | |
| 2 | STT |
State Street Corp
|
581,003 | $32,600,460 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
647,375 | $19,531,303 | |
| 4 | BX |
Blackstone Inc.
|
60,802 | $7,154,571 | |
| 5 | BLK |
BlackRock, Inc.
|
16,586 | $4,689,934 | |
| 6 | MAIN |
Main Street Capital CORP
|
90,056 | $4,672,105 | |
| 7 | BPRE |
Bluerock Private Real Estate Fund
|
301,045 | $3,916,595 | |
| 8 | CEF |
Sprott Physical Gold & Silver Trust
|
84,650 | $3,405,469 |
No Holdings History
No holdings records found for this institution in SCM.