Institute for Wealth Management’s Ellington Financial EFC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.17K	Buy	+600	New	+$7.94K	﹤0.01%	1358

Other funds holding EFC

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Ellington Financial (EFC) in Q2 2026: 600 shares worth $8.17K. The stake represents ﹤0.01% of the portfolio and ranks #1358 among its holdings.

113 funds tracked by Wall St. Rank hold EFC as of Q2 2026.

Institute for Wealth Management held 600 shares of Ellington Financial worth $8.17K as of Q2 2026.
Ellington Financial was a new Institute for Wealth Management position in Q2 2026.
Ellington Financial made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1358 holding.
113 funds tracked by Wall St. Rank held Ellington Financial as of Q2 2026.

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