IFWM
HKD

Institute for Wealth Management’s AMTD Digital HKD Stock Holding History

Institute for Wealth Management’s Portfolio HKD Stock Details HKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.5K Buy
+12,500
New +$19K ﹤0.01% 542

Other funds holding HKD

FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
SP
SmartHarvest Portfolios Poulsbo, Washington $240M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
HT
Headlands Technologies Chicago, Illinois $878M AUM 44.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in AMTD Digital (HKD) in Q1 2026: 12,500 shares worth $19.5K. The stake represents ﹤0.01% of the portfolio and ranks #542 among its holdings.

17 funds tracked by Wall St. Rank hold HKD as of Q1 2026.

  • Institute for Wealth Management held 12,500 shares of AMTD Digital worth $19.5K as of Q1 2026.
  • AMTD Digital was a new Institute for Wealth Management position in Q1 2026.
  • AMTD Digital made up ﹤0.01% of Institute for Wealth Management's portfolio in Q1 2026, its #542 holding.
  • 17 funds tracked by Wall St. Rank held AMTD Digital as of Q1 2026.

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