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Institute for Wealth Management’s Cumberland Pharmaceuticals CPIX Stock Holding History

Institute for Wealth Management’s Portfolio CPIX Stock Details CPIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.29K Buy
+352
New +$1.69K ﹤0.01% 1574

Other funds holding CPIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Cumberland Pharmaceuticals (CPIX) in Q2 2026: 352 shares worth $2.29K. The stake represents ﹤0.01% of the portfolio and ranks #1574 among its holdings.

7 funds tracked by Wall St. Rank hold CPIX as of Q2 2026.

  • Institute for Wealth Management held 352 shares of Cumberland Pharmaceuticals worth $2.29K as of Q2 2026.
  • Cumberland Pharmaceuticals was a new Institute for Wealth Management position in Q2 2026.
  • Cumberland Pharmaceuticals made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1574 holding.
  • 7 funds tracked by Wall St. Rank held Cumberland Pharmaceuticals as of Q2 2026.

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