Institute for Wealth Management’s abrdn Emerging Markets Equity Income Fund AEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.38K	Buy	+664	New	+$6.09K	﹤0.01%	1420

Other funds holding AEF

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $102M AUM

Commonwealth Equity Services

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

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in abrdn Emerging Markets Equity Income Fund (AEF) in Q2 2026: 664 shares worth $6.38K. The stake represents ﹤0.01% of the portfolio and ranks #1420 among its holdings.

30 funds tracked by Wall St. Rank hold AEF as of Q2 2026.

Institute for Wealth Management held 664 shares of abrdn Emerging Markets Equity Income Fund worth $6.38K as of Q2 2026.
abrdn Emerging Markets Equity Income Fund was a new Institute for Wealth Management position in Q2 2026.
abrdn Emerging Markets Equity Income Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1420 holding.
30 funds tracked by Wall St. Rank held abrdn Emerging Markets Equity Income Fund as of Q2 2026.

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