Institute for Wealth Management’s Neostellar Capital Corp NSLR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.3K	Buy	+2,973	New	+$39.1K	﹤0.01%	955
2022 Q4	–	Sell	-10,088	Closed	-$39K	–	470
2022 Q3	$39K	Sell	10,088 -3	-0%	-$18	0.01%	446
2022 Q2	$65K	Sell	10,091 -792	-7%	-$6.12K	0.01%	523
2022 Q1	$94K	Hold	10,883	–	–	0.02%	530
2021 Q4	$141K	Buy	10,883 +150	+1%	+$1.98K	0.02%	478
2021 Q3	$139K	Buy	10,733 +160	+2%	+$2.1K	0.02%	471
2021 Q2	$143K	Sell	10,573 -1,816	-15%	-$23.6K	0.03%	471
2021 Q1	$141K	Buy	+12,389	New	+$145K	0.03%	455

Other funds holding NSLR

GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HCA

Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Neostellar Capital Corp (NSLR) in Q2 2026: 2,973 shares worth $37.3K. The stake represents ﹤0.01% of the portfolio and ranks #955 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in NSLR as recently as Q3 2022.

Institute for Wealth Management first reported a position in NSLR in Q1 2021 and has held it in 8 quarters since. The position peaked at $143K in Q2 2021. 26 funds tracked by Wall St. Rank hold NSLR as of Q2 2026.

Institute for Wealth Management held 2,973 shares of Neostellar Capital Corp worth $37.3K as of Q2 2026.
Neostellar Capital Corp was a new Institute for Wealth Management position in Q2 2026.
Neostellar Capital Corp made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #955 holding.
Institute for Wealth Management first reported a position in Neostellar Capital Corp in Q1 2021 and has held it in 8 quarters since.
Institute for Wealth Management's Neostellar Capital Corp position peaked at $143K in Q2 2021.
26 funds tracked by Wall St. Rank held Neostellar Capital Corp as of Q2 2026.

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