Integrated Wealth Concepts »

Pono Cap Two shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Pono Cap Two (SBC) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Pono Cap Two

Tip: Access up to 7 years of quarterly data

All positions including Pono Cap Two 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 Pono Cap Two by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $320 104 3.09

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 Pono Cap Two

Lumbard Investment Counseling
BlackRock
Geode Capital Management
Citadel Advisors
Vanguard Capital Management
Northern Trust
Vanguard Portfolio Management
Hillsdale Investment Management
Segall Bryant & Hamill
Vanguard Fiduciary Trust
SBI Securities
Charles Schwab Investment Management
Sixth Street Partners Management Company
Mariner Wealth Advisors
State Street Corporation

View all funds holding Pono Cap Two