Institute for Wealth Management’s Alpha Tau Medical DRTS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21K	Buy	+1,668	New	+$15.1K	﹤0.01%	1118

Other funds holding DRTS

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

Tower View Wealth Management Shorewood, Wisconsin $227M AUM 41.04% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Private Wealth Management Group Princeton, New Jersey $431M AUM 20.62% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Alpha Tau Medical (DRTS) in Q2 2026: 1,668 shares worth $21K. The stake represents ﹤0.01% of the portfolio and ranks #1118 among its holdings.

13 funds tracked by Wall St. Rank hold DRTS as of Q2 2026.

Institute for Wealth Management held 1,668 shares of Alpha Tau Medical worth $21K as of Q2 2026.
Alpha Tau Medical was a new Institute for Wealth Management position in Q2 2026.
Alpha Tau Medical made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1118 holding.
13 funds tracked by Wall St. Rank held Alpha Tau Medical as of Q2 2026.

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