Institute For Wealth Management, Llc. Closed Holding Positions

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
PSP
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
2,015
$6.77 - $13.14 $13.6K - $26.5K
PGJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
75
$33.66 - $45.81 $2.52K - $3.44K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
600
$41.51 - $63.69 $24.9K - $38.2K
PUI
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
297
$24.07 - $37.61 $7.15K - $11.2K
PTF
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
100
$19.31 - $29.54 $1.93K - $2.95K
FXU
First Tr Exchange Traded Fd Ut

ETFs
Q1 2020 Filed on Apr 29, 2020
4
$20.75 - $31.83 $83 - $127
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
Q1 2020 Filed on Apr 29, 2020
14
$24.01 - $26.56 $336 - $372
GUNR
Flexshares Tr Morningstar Glob

ETFs
Q1 2020 Filed on Apr 29, 2020
4,295
$19.16 - $33.67 $82.3K - $145K
GURU
Global X Guru Index ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
11
$23.51 - $37.55 $259 - $413
PPA
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
75
$41.14 - $73.86 $3.09K - $5.54K
PKW
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
300
$41.45 - $70.64 $12.4K - $21.2K
Invesco Exchange Traded Fd T
Q1 2020 Filed on Apr 29, 2020
220
N/A
PTH
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
45
$23.94 - $33.2 $1.08K - $1.49K
PSL
Invesco Dwa Consumer Staples M
Q1 2020 Filed on Apr 29, 2020
72
N/A
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
315
$34.9 - $55.56 $11K - $17.5K
RYF
Invesco S&P 500 Equal Weight F

ETFs
Q1 2020 Filed on Apr 29, 2020
966
$26.3 - $48.11 $25.4K - $46.5K
PIO
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
1,200
$20.8 - $32.39 $25K - $38.9K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
Q1 2020 Filed on Apr 29, 2020
450
$9.78 - $22.94 $4.4K - $10.3K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
Q1 2020 Filed on Apr 29, 2020
734
$21.55 - $27.52 $15.8K - $20.2K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
112
$10.01 - $15.25 $1.12K - $1.71K
Invesco Exchng Traded Fd Tr
Q1 2020 Filed on Apr 29, 2020
65
N/A
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
Q1 2020 Filed on Apr 29, 2020
835
$28.05 - $43.64 $23.4K - $36.4K
RWK
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
575
$35.18 - $65.78 $20.2K - $37.8K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
465
$37.59 - $68.32 $17.5K - $31.8K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q1 2020 Filed on Apr 29, 2020
158
$20.13 - $30.3 $3.18K - $4.79K
Invesco Exchng Traded Fd Tr
Q1 2020 Filed on Apr 29, 2020
3,367
N/A
RYH
Invesco S&P 500 Equal Weight H

ETFs
Q1 2020 Filed on Apr 29, 2020
486
$160.15 - $230.68 $77.8K - $112K
RGI
Invesco S&P 500 Equal Weight I

ETFs
Q1 2020 Filed on Apr 29, 2020
273
N/A
RYT
Invesco S&P 500 Equal Weight T

ETFs
Q1 2020 Filed on Apr 29, 2020
171
$139.82 - $212.0 $23.9K - $36.3K
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
38
$17.21 - $27.22 $654 - $1.03K
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
285
$26.72 - $41.11 $7.62K - $11.7K
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
40
$22.87 - $44.75 $915 - $1.79K
Invesco Exchng Traded Fd Tr
Q1 2020 Filed on Apr 29, 2020
219
N/A
PIZ
Invesco Exchange Traded Fd Tr
Q1 2020 Filed on Apr 29, 2020
4,843
N/A
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
Q1 2020 Filed on Apr 29, 2020
1,875
$32.0 - $59.44 $60K - $111K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q1 2020 Filed on Apr 29, 2020
380
$25.66 - $44.35 $9.75K - $16.9K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q1 2020 Filed on Apr 29, 2020
400
$96.7 - $102.1 $38.7K - $40.8K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q1 2020 Filed on Apr 29, 2020
159
$22.29 - $38.7 $3.54K - $6.15K
ONEO
Spdr Russell 1000 Momentum Foc

ETFs
Q1 2020 Filed on Apr 29, 2020
591
$47.0 - $79.97 $27.8K - $47.3K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q1 2020 Filed on Apr 29, 2020
51
$35.95 - $59.38 $1.83K - $3.03K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
1,087
$29.7 - $55.41 $32.3K - $60.2K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q1 2020 Filed on Apr 29, 2020
245
$35.74 - $66.24 $8.76K - $16.2K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
Q1 2020 Filed on Apr 29, 2020
185
$14.31 - $29.16 $2.65K - $5.39K
Spdr Series Trust
Q1 2020 Filed on Apr 29, 2020
901
N/A
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
Q1 2020 Filed on Apr 29, 2020
741
$31.56 - $47.91 $23.4K - $35.5K
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
370
$51.98 - $73.94 $19.2K - $27.4K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
Q1 2020 Filed on Apr 29, 2020
2,085
$31.08 - $44.66 $64.8K - $93.1K
Ssga Active ETF Tr
Q1 2020 Filed on Apr 29, 2020
625
N/A
MLN
Vaneck Long Muni ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
23
$16.75 - $21.92 $385 - $504
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