Institute for Wealth Management’s Gabelli Convertible and Income Securities Fund GCV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$32.3K	Buy	+6,900	New	+$31.3K	﹤0.01%	995
2019 Q1	–	Sell	-15,152	Closed	-$327K	–	456
2018 Q4	$327K	Buy	+15,152	New	+$74.8K	0.13%	189

Other funds holding GCV

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Gabelli Convertible and Income Securities Fund (GCV) in Q2 2026: 6,900 shares worth $32.3K. The stake represents ﹤0.01% of the portfolio and ranks #995 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in GCV as recently as Q4 2018.

Institute for Wealth Management first reported a position in GCV in Q4 2018 and has held it in 2 quarters since. The position peaked at $327K in Q4 2018. 33 funds tracked by Wall St. Rank hold GCV as of Q2 2026.

Institute for Wealth Management held 6,900 shares of Gabelli Convertible and Income Securities Fund worth $32.3K as of Q2 2026.
Gabelli Convertible and Income Securities Fund was a new Institute for Wealth Management position in Q2 2026.
Gabelli Convertible and Income Securities Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #995 holding.
Institute for Wealth Management first reported a position in Gabelli Convertible and Income Securities Fund in Q4 2018 and has held it in 2 quarters since.
Institute for Wealth Management's Gabelli Convertible and Income Securities Fund position peaked at $327K in Q4 2018.
33 funds tracked by Wall St. Rank held Gabelli Convertible and Income Securities Fund as of Q2 2026.

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