13F-HR filed by Institute for Wealth Management, LLC.
Institute for Wealth Management, LLC. filed this 13F-HR for the quarter ended 2022-03-31, filed 2022-04-29, with 540 holding rows worth $618,068,000.
- Accession
- 0001533954-22-000002
- Filer
- CIK 1533954
- Filed
- 2022-04-29
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2022
A holdings report, 540 entries on the cover page, a total value of $618,068,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $618,068,000 with VALUE read as thousands by filing date, 13F file number 028-14899. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ARCOS DORADOS HLDGS INC | G0457F107 | SHS CLASS -A - | 26,415 | $215,000 | thousands by filing date | |
| CENTRAL VY CMNTY BANCORP | 155685100 | COM | 9,220 | $215,000 | thousands by filing date | |
| FIRST TR EXCHANGE-TRADED ALP | 33735K108 | COM SHS | 1,980 | $211,000 | thousands by filing date | |
| BIOGEN INC COM | 09062X103 | Stock | 991 | $209,000 | thousands by filing date | |
| FIRST TRUST ENHANCED EQUITY IN | 337318109 | COM | 10,256 | $208,000 | thousands by filing date | |
| BIO-TECHNE CORP | 09073M104 | COM | 479 | $207,000 | thousands by filing date | |
| WILLIAMS COS INC COM | 969457100 | Stock | 6,180 | $206,000 | thousands by filing date | |
| VONTIER CORPORATION | 928881101 | COM | 8,098 | $206,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W562 | US SMALLCAP FUND | 4,290 | $206,000 | thousands by filing date | |
| EDISON INTL COM | 281020107 | Stock | 2,923 | $205,000 | thousands by filing date | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 7,348 | $203,000 | thousands by filing date | |
| DRAFTKINGS INC | 26142R104 | COM CL A | 10,407 | $203,000 | thousands by filing date | |
| INVESCO EXCHANGE TRADED FD T | 46137V647 | SEMICONDUCTORS | 1,555 | $202,000 | thousands by filing date | |
| ICON PUB LTD CO SHS | G4705A100 | Stock | 825 | $201,000 | thousands by filing date | |
| ANAPTYSBIO INC | 032724106 | COM | 8,115 | $201,000 | thousands by filing date | |
| BLUEGREEN VACATIONS HLDG COR | 096308101 | COM | 6,795 | $201,000 | thousands by filing date | |
| VANECK ETF TRUST | 92189F817 | VANECK VIETNAM | 10,611 | $200,000 | thousands by filing date | |
| GABELLI MULTIMEDIA TR INC | 36239Q109 | COM | 20,821 | $192,000 | thousands by filing date | |
| OAKTREE SPECIALTY LENDING CORP | 67401P108 | COM | 25,400 | $187,000 | thousands by filing date | |
| NEUBERGER BERMAN MLP AND ENERG | 64129H104 | COM | 27,400 | $176,000 | thousands by filing date | |
| GLOBAL X FDS | 37950E549 | GLB X SUPERDIV | 15,299 | $175,000 | thousands by filing date | |
| AMERICAN EAGLE OUTFITTERS INC COM | 02553E106 | Stock | 10,375 | $174,000 | thousands by filing date | |
| LIBERTY LATIN AMERICA LTD | G9001E128 | COM CL C | 16,893 | $162,000 | thousands by filing date | |
| EATON VANCE TAX-MANAGED DIVE | 27828N102 | COM | 10,300 | $144,000 | thousands by filing date | |
| ARDMORE SHIPPING CORP | Y0207T100 | COM | 31,200 | $140,000 | thousands by filing date | |
| BRIGHTSPIRE CAPITAL INC COM CL A | 10949T109 | REIT | 12,400 | $115,000 | thousands by filing date | |
| VIRTUS ALLIANZGI CONVERTIBLE & | 92838X102 | COM | 21,228 | $107,000 | thousands by filing date | |
| EATON VANCE SENIOR INCOME FUND | 27826S103 | SH BEN INT | 16,500 | $105,000 | thousands by filing date | |
| CLOUGH GLOBAL OPPORTUNITIES | 18914E106 | SH BEN INT | 10,911 | $103,000 | thousands by filing date | |
| SURO CAP CORP | 86887Q109 | COM NEW | 10,883 | $94,000 | thousands by filing date | |
| AYRO INC | 054748108 | COM | 71,126 | $91,000 | thousands by filing date | |
| PIMCO HIGH INCOME FD | 722014107 | COM SHS | 13,524 | $78,000 | thousands by filing date | |
| GABELLI EQUITY TR INC COM | 362397101 | CEF | 11,159 | $77,000 | thousands by filing date | |
| ANNALY CAPITAL MANAGEMENT | 035710409 | COM | 10,377 | $73,000 | thousands by filing date | |
| NOKIA CORP | 654902204 | SPONSORED ADR | 12,599 | $69,000 | thousands by filing date | |
| VIKING THERAPEUTICS INC | 92686J106 | COM | 12,275 | $37,000 | thousands by filing date | |
| BRIDGEBIO PHARMA INC | 09077J107 | COM | 13,838 | $34,000 | thousands by filing date | |
| REDWOOD TRUST INC | 758075AC9 | BOND | 26,000 | $26,000 | thousands by filing date | |
| TUESDAY MORNING CORP | 89904V101 | COM | 20,858 | $23,000 | thousands by filing date | |
| GLOBALSTAR INC | 378973408 | COM | 10,000 | $15,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001533954-22-000002 | this filing | 2022-04-29 | acceptance time not in the bulk data set |