Institute for Wealth Management’s Lazard Global Total Return & Income Fund LGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$47.6K	Buy	+2,574	New	+$45.5K	﹤0.01%	882
2021 Q2	–	Hold	0	–	–	–	478

Other funds holding LGI

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Lazard Global Total Return & Income Fund (LGI) in Q2 2026: 2,574 shares worth $47.6K. The stake represents ﹤0.01% of the portfolio and ranks #882 among its holdings.

42 funds tracked by Wall St. Rank hold LGI as of Q2 2026.

Institute for Wealth Management held 2,574 shares of Lazard Global Total Return & Income Fund worth $47.6K as of Q2 2026.
Lazard Global Total Return & Income Fund was a new Institute for Wealth Management position in Q2 2026.
Lazard Global Total Return & Income Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #882 holding.
42 funds tracked by Wall St. Rank held Lazard Global Total Return & Income Fund as of Q2 2026.

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