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Institute for Wealth Management’s CTS Corp CTS Stock Holding History

Institute for Wealth Management’s Portfolio CTS Stock Details CTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.52K Buy
+100
New +$6K ﹤0.01% 1417

Other funds holding CTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IIM
INTECH Investment Management West Palm Beach, Florida $10.9B AUM 37.22% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.42B AUM 22.12% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in CTS Corp (CTS) in Q2 2026: 100 shares worth $6.52K. The stake represents ﹤0.01% of the portfolio and ranks #1417 among its holdings.

114 funds tracked by Wall St. Rank hold CTS as of Q2 2026.

  • Institute for Wealth Management held 100 shares of CTS Corp worth $6.52K as of Q2 2026.
  • CTS Corp was a new Institute for Wealth Management position in Q2 2026.
  • CTS Corp made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1417 holding.
  • 114 funds tracked by Wall St. Rank held CTS Corp as of Q2 2026.

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