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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 86 of 89  ·  1,769 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 REZI RESIDEO TECHNOLOGIES INC Industrials 16.0 $507.0 NEW $31.69 -34.9%
1702 INVA INNOVIVA INC Healthcare 21.0 $484.0 NEW $23.05 -9.1%
1703 VSTS VESTIS CORPORATION Industrials 33.0 $480.0 NEW $14.55 -7.8%
1704 VISN VISTANCE NETWORKS INC Technology 37.0 $473.0 NEW $12.78 -8.8%
1705 GLDM WORLD GOLD TR Financial Services 6.0 $464.0 NEW $77.33 +13.1%
1706 BTU PEABODY ENGR CORP Energy 19.0 $440.0 NEW $23.16 +11.9%
1707 NEOG NEOGEN CORP Healthcare 47.0 $423.0 NEW $9.00 +31.9%
1708 MSD MORGAN STANLEY EMKT DBT FD I Financial Services 57.0 $417.0 NEW $7.32 -0.5%
1709 IQVIA HLDGS INC 2.0 $387.0 NEW $193.50
1710 DRIV GLOBAL X FDS 10.0 $386.0 NEW $38.60 -6.5%
1711 CRNC CERENCE INC Technology 34.0 $385.0 NEW $11.32 -24.8%
1712 B BARRICK MNG CORP Basic Materials 10.0 $368.0 NEW $36.80 +15.5%
1713 KWEB KRANESHARES TRUST 15.0 $368.0 NEW $24.53 +9.9%
1714 FIVE FIVE BELOW INC Consumer Cyclical 2.0 $360.0 NEW $180.00 +32.5%
1715 CLW CLEARWATER PAPER CORP Basic Materials 22.0 $349.0 NEW $15.86 +30.0%
1716 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 75.0 $347.0 NEW $4.63 -23.5%
1717 RWM PROSHARES TR 24.0 $319.0 NEW $13.29 -0.5%
1718 SOUTH BOW CORP 9.0 $318.0 NEW $35.33
1719 VTS VITESSE ENERGY INC Energy 18.0 $284.0 NEW $15.78 +5.4%
1720 TECHNIPFMC PLC 4.0 $260.0 NEW $65.00
Page 86 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%