IFWM
ECO

Institute for Wealth Management’s Okeanis Eco Tankers ECO Stock Holding History

Institute for Wealth Management’s Portfolio ECO Stock Details ECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.64K Buy
+93
New +$4.85K ﹤0.01% 1466

Other funds holding ECO

TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Okeanis Eco Tankers (ECO) in Q2 2026: 93 shares worth $4.64K. The stake represents ﹤0.01% of the portfolio and ranks #1466 among its holdings.

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

  • Institute for Wealth Management held 93 shares of Okeanis Eco Tankers worth $4.64K as of Q2 2026.
  • Okeanis Eco Tankers was a new Institute for Wealth Management position in Q2 2026.
  • Okeanis Eco Tankers made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1466 holding.
  • 13 funds tracked by Wall St. Rank held Okeanis Eco Tankers as of Q2 2026.

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