IFWM
AGEM

Institute for Wealth Management’s abrdn Emerging Markets Dividend Active ETF AGEM Stock Holding History

Institute for Wealth Management’s Portfolio AGEM Stock Details AGEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.5K Buy
+759
New +$35.6K ﹤0.01% 953

Other funds holding AGEM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in abrdn Emerging Markets Dividend Active ETF (AGEM) in Q2 2026: 759 shares worth $37.5K. The stake represents ﹤0.01% of the portfolio and ranks #953 among its holdings.

36 funds tracked by Wall St. Rank hold AGEM as of Q2 2026.

  • Institute for Wealth Management held 759 shares of abrdn Emerging Markets Dividend Active ETF worth $37.5K as of Q2 2026.
  • abrdn Emerging Markets Dividend Active ETF was a new Institute for Wealth Management position in Q2 2026.
  • abrdn Emerging Markets Dividend Active ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #953 holding.
  • 36 funds tracked by Wall St. Rank held abrdn Emerging Markets Dividend Active ETF as of Q2 2026.

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