Institute for Wealth Management’s REX American Resources REX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$44K	Buy	+975	New	+$45.1K	﹤0.01%	903

Other funds holding REX

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

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

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in REX American Resources (REX) in Q2 2026: 975 shares worth $44K. The stake represents ﹤0.01% of the portfolio and ranks #903 among its holdings.

92 funds tracked by Wall St. Rank hold REX as of Q2 2026.

Institute for Wealth Management held 975 shares of REX American Resources worth $44K as of Q2 2026.
REX American Resources was a new Institute for Wealth Management position in Q2 2026.
REX American Resources made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #903 holding.
92 funds tracked by Wall St. Rank held REX American Resources as of Q2 2026.

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