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Portfolio (Quarterly) Guide ↗

Institute for Wealth Management, LLC.

· CIK 0001533954
13F Portfolio $1.1B AUM 1,770 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1239 New 87 Added 269 Reduced 12 Exited
Page 5 of 62  ·  1,239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IVLU ISHARES TR 3,584.0 $150K 0.01% NEW $41.82 +5.9%
82 BLD TOPBUILD COR Industrials 423.0 $150K 0.01% NEW $354.30 +0.1%
83 DES WISDOMTREE TR 3,684.0 $150K 0.01% NEW $40.68 +2.0%
84 CF CF INDUSTRIES HOLD Basic Materials 1,383.0 $150K 0.01% NEW $108.26 +8.8%
85 TDY TELEDYNE TECHNOLOGIES INC Technology 222.0 $148K 0.01% NEW $666.90 +1.6%
86 FIRST TR EXCH TRADED FD III 2,002.0 $148K 0.01% NEW $73.80
87 TTD THE TRADE DESK INC Technology 8,168.0 $148K 0.01% NEW $18.08 -25.9%
88 BPOP POPULAR INC Financial Services 898.0 $147K 0.01% NEW $164.18 +7.8%
89 DVN DEVON ENERGY CORP NEW Energy 3,526.0 $146K 0.01% NEW $41.32 +15.1%
90 KNCT INVESCO EXCHANGE TRADED FD T 689.0 $145K 0.01% NEW $210.93 -3.9%
91 VNM VANECK ETF TRUST 7,820.0 $144K 0.01% NEW $18.47 -7.1%
92 BMI BADGER METER INC Technology 969.0 $144K 0.01% NEW $148.39 -13.3%
93 QQQM INVESCO EXCH TRADED FD TR II 471.0 $143K 0.01% NEW $302.72 -0.7%
94 MDT MEDTRONIC PLC Healthcare 1,819.0 $142K 0.01% NEW $78.25 +15.8%
95 ONB OLD NATL BANCORP IND Financial Services 5,486.0 $142K 0.01% NEW $25.90 +4.5%
96 EVT EATON VANCE TAX ADVT DIV INC Financial Services 5,108.0 $141K 0.01% NEW $27.68 +6.3%
97 KMI KINDER MORGAN INC DEL Energy 4,360.0 $139K 0.01% NEW $31.97 +1.1%
98 HPE HEWLETT PACKARD ENTERPRISE C Technology 3,084.0 $139K 0.01% NEW $45.11 +27.8%
99 ISHARES TR 2,153.0 $139K 0.01% NEW $64.53
100 HRI HERC HLDGS INC Industrials 968.0 $139K 0.01% NEW $143.34 +20.8%
Page 5 of 62  ·  1,239 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.9%
Financial Services 13.8%
Consumer Cyclical 10.0%
Industrials 9.5%
Communication Services 7.1%
Healthcare 6.0%
Consumer Defensive 2.4%
Energy 2.3%
Utilities 0.9%
Real Estate 0.7%