Institute for Wealth Management’s Applied Optoelectronics AAOI Stock Holding History

Institute for Wealth Management’s Portfolio AAOI Stock Details AAOI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$123K	Buy	+831	New	+$135K	0.01%	633

Other funds holding AAOI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

FSLI

Funde Sino Life Insurance Shenzhen, China $307M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Institute for Wealth Management's AAOI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Applied Optoelectronics (AAOI) in Q2 2026: 831 shares worth $123K. The stake represents 0.01% of the portfolio and ranks #633 among its holdings.

205 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

Institute for Wealth Management held 831 shares of Applied Optoelectronics worth $123K as of Q2 2026.
Applied Optoelectronics was a new Institute for Wealth Management position in Q2 2026.
Applied Optoelectronics made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #633 holding.
205 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.