Institute for Wealth Management’s Credit Acceptance CACC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7K	Buy	+11	New	+$5.89K	﹤0.01%	1400

Other funds holding CACC

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Credit Acceptance (CACC) in Q2 2026: 11 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #1400 among its holdings.

132 funds tracked by Wall St. Rank hold CACC as of Q2 2026.

Institute for Wealth Management held 11 shares of Credit Acceptance worth $7K as of Q2 2026.
Credit Acceptance was a new Institute for Wealth Management position in Q2 2026.
Credit Acceptance made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1400 holding.
132 funds tracked by Wall St. Rank held Credit Acceptance as of Q2 2026.

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