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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 84 of 89  ·  1,769 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 FG F&G ANNUITIES & LIFE INC Financial Services 38.0 $1K NEW $26.61 -0.4%
1662 SANM SANMINA CORP Technology 4.0 $1K NEW $250.50 -13.4%
1663 CVE CENOVUS ENERGY INC Energy 40.0 $993.0 NEW $24.82 +29.4%
1664 THO THOR INDS INC Consumer Cyclical 13.0 $978.0 NEW $75.23 +3.2%
1665 LNN LINDSAY CORP Industrials 8.0 $939.0 NEW $117.38 -2.8%
1666 VIRTUS CONVERTIBLE & INC FD 59.0 $939.0 NEW $15.92
1667 EMF TEMPLETON EMERGING MKTS FD Financial Services 40.0 $929.0 NEW $23.23 -3.0%
1668 MG MISTRAS GROUP INC Industrials 53.0 $927.0 NEW $17.49 +3.7%
1669 HP HELMERICH & PAYNE INC Energy 28.0 $922.0 NEW $32.93 +35.8%
1670 MSEX MIDDLESEX WTR CO Utilities 16.0 $917.0 NEW $57.31 +1.2%
1671 INFQ INFLEQTION INC Technology 67.0 $893.0 NEW $13.33 +0.6%
1672 XPLR INFRASTRUCTURE LP 75.0 $886.0 NEW $11.81
1673 XANADU QUANTUM TECHNOLO LTD 72.0 $878.0 NEW $12.19
1674 FTRE FORTREA HLDGS INC Healthcare 50.0 $873.0 NEW $17.46 +3.7%
1675 QUBT QUANTUM COMPUTING INC Technology 88.0 $852.0 NEW $9.68 -6.5%
1676 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 38.0 $840.0 NEW $22.11 +3.0%
1677 RGTI RIGETTI COMPUTING INC Technology 43.0 $840.0 NEW $19.53 -4.4%
1678 RMAX RE/MAX HLDGS INC Real Estate 85.0 $839.0 NEW $9.87 +29.7%
1679 GCT GIGACLOUD TECHNOLOGY INC Technology 25.0 $790.0 NEW $31.60 +59.1%
1680 RILY BRC GROUP HOLDINGS INC Financial Services 97.0 $780.0 NEW $8.04 -11.6%
Page 84 of 89  ·  1,769 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%