IFWM
NSLR

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
2021
Q4 		– Sell
-1,300
Closed -$17K – 506
2021
Q3 		$17K Buy
+1,300
New +$17.1K ﹤0.01% 484
2021
Q2 		– Sell
-4,408
Closed -$51K – 503
2021
Q1 		$51K Buy
+4,408
New +$51.5K 0.01% 468

Other funds holding NSLR

GC
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
TA
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.