Institute for Wealth Management’s Plexus PLXS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.03K	Buy	+3	New	+$782	﹤0.01%	1655

Other funds holding PLXS

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Plexus (PLXS) in Q2 2026: 3 shares worth $1.03K. The stake represents ﹤0.01% of the portfolio and ranks #1655 among its holdings.

205 funds tracked by Wall St. Rank hold PLXS as of Q2 2026.

Institute for Wealth Management held 3 shares of Plexus worth $1.03K as of Q2 2026.
Plexus was a new Institute for Wealth Management position in Q2 2026.
Plexus made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1655 holding.
205 funds tracked by Wall St. Rank held Plexus as of Q2 2026.

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