IFWM
PCF

Institute for Wealth Management’s High Income Securities Fund PCF Stock Holding History

Institute for Wealth Management’s Portfolio PCF Stock Details PCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.28K Buy
+600
New +$3.36K ﹤0.01% 1520

Other funds holding PCF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
SWM
Silverlake Wealth Management Williston, Vermont $528M AUM 22.11% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in High Income Securities Fund (PCF) in Q2 2026: 600 shares worth $3.28K. The stake represents ﹤0.01% of the portfolio and ranks #1520 among its holdings.

35 funds tracked by Wall St. Rank hold PCF as of Q2 2026.

  • Institute for Wealth Management held 600 shares of High Income Securities Fund worth $3.28K as of Q2 2026.
  • High Income Securities Fund was a new Institute for Wealth Management position in Q2 2026.
  • High Income Securities Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1520 holding.
  • 35 funds tracked by Wall St. Rank held High Income Securities Fund as of Q2 2026.

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