Institute for Wealth Management’s NIO NIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.58K	Buy	+1,300	New	+$7.57K	﹤0.01%	1415

Other funds holding NIO

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in NIO (NIO) in Q2 2026: 1,300 shares worth $6.58K. The stake represents ﹤0.01% of the portfolio and ranks #1415 among its holdings.

227 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Institute for Wealth Management held 1,300 shares of NIO worth $6.58K as of Q2 2026.
NIO was a new Institute for Wealth Management position in Q2 2026.
NIO made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1415 holding.
227 funds tracked by Wall St. Rank held NIO as of Q2 2026.

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