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Institute for Wealth Management’s REX FANG & Innovation Equity Premium Income ETF FEPI Stock Holding History

Institute for Wealth Management’s Portfolio FEPI Stock Details FEPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$807K Buy
20,343
+3,815
+23% +$163K 0.09% 234
2025
Q4 		$753K Buy
16,528
+1,980
+14% +$92.5K 0.08% 237
2025
Q3 		$682K Buy
+14,548
New +$673K 0.07% 263

Other funds holding FEPI

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
ZIM
Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Institute for Wealth Management's FEPI Position: Q1 2026 in Review

Institute for Wealth Management increased its REX FANG & Innovation Equity Premium Income ETF (FEPI) stake by 23% in Q1 2026, buying an estimated $163K and bringing the position to 20,343 shares worth $807K. The position accounts for 0.09% of the portfolio, ranked #234.

Institute for Wealth Management first reported a position in FEPI in Q3 2025 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold FEPI as of Q1 2026.

  • Institute for Wealth Management held 20,343 shares of REX FANG & Innovation Equity Premium Income ETF worth $807K as of Q1 2026.
  • Institute for Wealth Management bought 3,815 REX FANG & Innovation Equity Premium Income ETF shares in Q1 2026, an estimated $163K.
  • REX FANG & Innovation Equity Premium Income ETF made up 0.09% of Institute for Wealth Management's portfolio in Q1 2026, its #234 holding.
  • Institute for Wealth Management first reported a position in REX FANG & Innovation Equity Premium Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held REX FANG & Innovation Equity Premium Income ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.