Hennion & Walsh Asset Management’s Information Services Group III Stock Holding History

Hennion & Walsh Asset Management’s Portfolio III Stock Details III Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$90K	Buy	+16,271	New	+$77.1K	﹤0.01%	963

Other funds holding III

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

UIM

Unified Investment Management Atlanta, Georgia $114M AUM 22.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Hennion & Walsh Asset Management's III Position: Q3 2026 in Review

Hennion & Walsh Asset Management opened a new position in Information Services Group (III) in Q3 2026: 16,271 shares worth $90K. The stake represents ﹤0.01% of the portfolio and ranks #963 among its holdings.

13 funds tracked by Wall St. Rank hold III as of Q3 2026.

Hennion & Walsh Asset Management held 16,271 shares of Information Services Group worth $90K as of Q3 2026.
Information Services Group was a new Hennion & Walsh Asset Management position in Q3 2026.
Information Services Group made up ﹤0.01% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #963 holding.
13 funds tracked by Wall St. Rank held Information Services Group as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.