IFWM
PSUS

Institute for Wealth Management’s Pershing Square USA PSUS Stock Holding History

Institute for Wealth Management’s Portfolio PSUS Stock Details PSUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$340K Buy
+9,085
New +$363K 0.03% 404

Other funds holding PSUS

ACA
Arena Capital Advisors Los Angeles, California $208M AUM 11.42% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
III
Independent Investors Inc Nesconset, New York $524M AUM 29.67% 1-Year Est. Return
CIG
Cascade Investment Group Colorado Springs, Colorado $178M AUM 29.7% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Pershing Square USA (PSUS) in Q2 2026: 9,085 shares worth $340K. The stake represents 0.03% of the portfolio and ranks #404 among its holdings.

23 funds tracked by Wall St. Rank hold PSUS as of Q2 2026.

  • Institute for Wealth Management held 9,085 shares of Pershing Square USA worth $340K as of Q2 2026.
  • Pershing Square USA was a new Institute for Wealth Management position in Q2 2026.
  • Pershing Square USA made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #404 holding.
  • 23 funds tracked by Wall St. Rank held Pershing Square USA as of Q2 2026.

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