Institute for Wealth Management’s National Beverage FIZZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.8K	Buy	+602	New	+$21K	﹤0.01%	1150

Other funds holding FIZZ

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

Denali Advisors San Diego, California $993M AUM 34.77% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

VFA

Values First Advisors Gray, Tennessee $219M AUM 33.32% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in National Beverage (FIZZ) in Q2 2026: 602 shares worth $18.8K. The stake represents ﹤0.01% of the portfolio and ranks #1150 among its holdings.

105 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

Institute for Wealth Management held 602 shares of National Beverage worth $18.8K as of Q2 2026.
National Beverage was a new Institute for Wealth Management position in Q2 2026.
National Beverage made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1150 holding.
105 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

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