Integrated Wealth Concepts »

Japan Smaller Capitalizaion Fund shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Japan Smaller Capitalizaion Fund (JOF) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Japan Smaller Capitalizaion Fund

Tip: Access up to 7 years of quarterly data

All positions including Japan Smaller Capitalizaion Fund held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Japan Smaller Capitalizaion Fund by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $35k 3.0k 11.78

More positions owned by Integrated Wealth Concepts

Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Etf Ser Solutions Aptus Defined (DRSK)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Etf Ser Solutions Aptus Int Enh Yl (IDUB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Integrated Wealth Concepts

Top funds holding Japan Smaller Capitalizaion Fund

Allspring Global Investments Holdings
City of London Investment Management Company
Lazard Asset Management
1607 Capital Partners
Saba Capital Management
Morgan Stanley
Bank of America Corporation
Karpus Investment Management
Almitas Capital
Pekin, Singer Strauss Asset Management
Mraz, Amerine & Associates
Brooklyn Capital Management
Flagship Harbor Advisors
LPL Financial
Altium Capital Management

View all funds holding Japan Smaller Capitalizaion Fund