Institute for Wealth Management’s Omeros OMER Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.2K	Buy	+1,600	New	+$19K	﹤0.01%	1212

Other funds holding OMER

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

CCM

Clutterbuck Capital Management Cleveland, Ohio $176M AUM

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Omeros (OMER) in Q2 2026: 1,600 shares worth $15.2K. The stake represents ﹤0.01% of the portfolio and ranks #1212 among its holdings.

63 funds tracked by Wall St. Rank hold OMER as of Q2 2026.

Institute for Wealth Management held 1,600 shares of Omeros worth $15.2K as of Q2 2026.
Omeros was a new Institute for Wealth Management position in Q2 2026.
Omeros made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1212 holding.
63 funds tracked by Wall St. Rank held Omeros as of Q2 2026.

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