Institute-For-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 524
Total Value: 693095385
Accession Number: 0001667731-25-000461
Form Type: 13F-HR
CIK: institute-for-wealth-management
Manager Name: Institute-For-Wealth-Management

Data Enrichment

78% identified

409 identified115 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

524 positions • $693.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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MOLSON COORS BEVERAGE CO

TAP|60871R209

Shares:3.4K

Value:$206.5K

% of Portfolio:0.0% ($206.5K/$693.1M)

STRYKER CORP

SYK|863667101

Shares:551

Value:$205.2K

% of Portfolio:0.0% ($205.2K/$693.1M)

MOLINA HEALTHCARE, INC.

MOH|60855R100

Shares:622

Value:$204.9K

% of Portfolio:0.0% ($204.9K/$693.1M)

464288752

Shares:2.1K

Value:$204.7K

% of Portfolio:0.0% ($204.7K/$693.1M)

38748G101

Shares:6.6K

Value:$204.5K

% of Portfolio:0.0% ($204.5K/$693.1M)

Evergy, Inc.

EVRG|30034W106

Shares:3.0K

Value:$204.0K

% of Portfolio:0.0% ($204.0K/$693.1M)

ARROW ELECTRONICS, INC.

ARW|042735100

Shares:2.0K

Value:$203.5K

% of Portfolio:0.0% ($203.5K/$693.1M)

PIMCO CORPORATE & INCOME OPPORTUNITY FUND

PTY|72201B101

Shares:13.7K

Value:$198.5K

% of Portfolio:0.0% ($198.5K/$693.1M)

Quad/Graphics, Inc.

QUAD|747301109

Shares:36.2K

Value:$197.2K

% of Portfolio:0.0% ($197.2K/$693.1M)

Calamos Global Dynamic Income Fund

CHW|12811L107

Shares:30.5K

Value:$194.9K

% of Portfolio:0.0% ($194.9K/$693.1M)

ROYCE MICRO-CAP TRUST, INC.

RMT|780915104

Shares:20.7K

Value:$174.5K

% of Portfolio:0.0% ($174.5K/$693.1M)

67401P405

Shares:11.3K

Value:$174.3K

% of Portfolio:0.0% ($174.3K/$693.1M)

DoubleLine Income Solutions Fund

DSL|258622109

Shares:13.4K

Value:$169.2K

% of Portfolio:0.0% ($169.2K/$693.1M)

92189F452

Shares:14.8K

Value:$165.0K

% of Portfolio:0.0% ($165.0K/$693.1M)

Nuveen Quality Municipal Income Fund

NAD|67066V101

Shares:13.8K

Value:$159.0K

% of Portfolio:0.0% ($159.0K/$693.1M)

Warner Bros. Discovery, Inc.

WBD|934423104

Shares:14.5K

Value:$155.8K

% of Portfolio:0.0% ($155.8K/$693.1M)

Invesco Trust for Investment Grade Municipals

VGM|46131M106

Shares:15.1K

Value:$150.4K

% of Portfolio:0.0% ($150.4K/$693.1M)

Invesco Municipal Trust

VKQ|46131J103

Shares:15.4K

Value:$148.6K

% of Portfolio:0.0% ($148.6K/$693.1M)

Northwest Bancshares, Inc.

NWBI|667340103

Shares:12.2K

Value:$147.0K

% of Portfolio:0.0% ($147.0K/$693.1M)

Runway Growth Finance Corp.

RWAY|78163D100

Shares:11.6K

Value:$120.2K

% of Portfolio:0.0% ($120.2K/$693.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MOLSON COORS BEVERAGE CO(TAPcusip60871R209)	3.4K	QoQ NEW(+3.4K) YoY NEW(+3.4K)	All Managers (Combined)	$206.5K	0.0% ($206.5K/$693.1M)	QoQ NEW(+$206.5K) YoY NEW(+$206.5K)
STRYKER CORP(SYKcusip863667101)	551	QoQ NEW(+551) YoY -2.82% (-16)	All Managers (Combined)	$205.2K	0.0% ($205.2K/$693.1M)	QoQ NEW(+$205.2K) YoY +1.08% (-$2.2K)
MOLINA HEALTHCARE, INC.(MOHcusip60855R100)	622	QoQ NEW(+622) YoY NEW(+622)	All Managers (Combined)	$204.9K	0.0% ($204.9K/$693.1M)	QoQ NEW(+$204.9K) YoY NEW(+$204.9K)
(cusip464288752)✕	2.1K	QoQ 0.00% (-0) YoY NEW(+2.1K)	All Managers (Combined)	$204.7K	0.0% ($204.7K/$693.1M)	QoQ -7.91% (-$17.6K) YoY NEW(+$204.7K)
(cusip38748G101)✕	6.6K	QoQ NEW(+6.6K) YoY NEW(+6.6K)	All Managers (Combined)	$204.5K	0.0% ($204.5K/$693.1M)	QoQ NEW(+$204.5K) YoY NEW(+$204.5K)
Evergy, Inc.(EVRGcusip30034W106)	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$204.0K	0.0% ($204.0K/$693.1M)	QoQ NEW(+$204.0K) YoY NEW(+$204.0K)
ARROW ELECTRONICS, INC.(ARWcusip042735100)	2.0K	QoQ -4.85% (-100) YoY -13.84% (-315)	All Managers (Combined)	$203.5K	0.0% ($203.5K/$693.1M)	QoQ -12.66% (-$29.5K) YoY -30.90% (-$91.0K)
PIMCO CORPORATE & INCOME OPPORTUNITY FUND(PTYcusip72201B101)	13.7K	QoQ +6.68% (+860) YoY NEW(+13.7K)	All Managers (Combined)	$198.5K	0.0% ($198.5K/$693.1M)	QoQ +7.34% (+$13.6K) YoY NEW(+$198.5K)
Quad/Graphics, Inc.(QUADcusip747301109)	36.2K	QoQ 0.00% (-0) YoY NEW(+36.2K)	All Managers (Combined)	$197.2K	0.0% ($197.2K/$693.1M)	QoQ -21.80% (-$55.0K) YoY NEW(+$197.2K)
Calamos Global Dynamic Income Fund(CHWcusip12811L107)	30.5K	QoQ 0.00% (-0) YoY -1.36% (-423)	All Managers (Combined)	$194.9K	0.0% ($194.9K/$693.1M)	QoQ -5.33% (-$11.0K) YoY -3.18% (-$6.4K)
ROYCE MICRO-CAP TRUST, INC.(RMTcusip780915104)	20.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$174.5K	0.0% ($174.5K/$693.1M)	QoQ -13.53% (-$27.3K) YoY -10.79% (-$21.1K)
(cusip67401P405)✕	11.3K	QoQ 0.00% (+0) YoY -39.79% (-7.5K)	All Managers (Combined)	$174.3K	0.0% ($174.3K/$693.1M)	QoQ +0.52% (+$908) YoY -52.96% (-$196.3K)
DoubleLine Income Solutions Fund(DSLcusip258622109)	13.4K	QoQ 0.00% (+0) YoY -24.31% (-4.3K)	All Managers (Combined)	$169.2K	0.0% ($169.2K/$693.1M)	QoQ +0.31% (+$537) YoY -24.84% (-$55.9K)
(cusip92189F452)✕	14.8K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$165.0K	0.0% ($165.0K/$693.1M)	QoQ +5.17% (+$8.1K) YoY -4.44% (-$7.7K)
Nuveen Quality Municipal Income Fund(NADcusip67066V101)	13.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$159.0K	0.0% ($159.0K/$693.1M)	QoQ -1.20% (-$1.9K) YoY +0.52% (+$829)
Warner Bros. Discovery, Inc.(WBDcusip934423104)	14.5K	QoQ -7.45% (-1.2K) YoY -44.67% (-11.7K)	All Managers (Combined)	$155.8K	0.0% ($155.8K/$693.1M)	QoQ -6.05% (-$10.0K) YoY -32.00% (-$73.3K)
Invesco Trust for Investment Grade Municipals(VGMcusip46131M106)	15.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$150.4K	0.0% ($150.4K/$693.1M)	QoQ -1.38% (-$2.1K) YoY +1.01% (+$1.5K)
Invesco Municipal Trust(VKQcusip46131J103)	15.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$148.6K	0.0% ($148.6K/$693.1M)	QoQ -1.63% (-$2.5K) YoY -0.51% (-$770)
Northwest Bancshares, Inc.(NWBIcusip667340103)	12.2K	QoQ -1.45% (-181) YoY -30.22% (-5.3K)	All Managers (Combined)	$147.0K	0.0% ($147.0K/$693.1M)	QoQ -10.19% (-$16.7K) YoY -28.01% (-$57.2K)
Runway Growth Finance Corp.(RWAYcusip78163D100)	11.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$120.2K	0.0% ($120.2K/$693.1M)	QoQ -5.56% (-$7.1K) YoY -14.60% (-$20.6K)