Institute for Wealth Management’s Royce Global Value Trust RGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.71K	Buy	+191	New	+$2.73K	﹤0.01%	1548

Other funds holding RGT

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Royce Global Value Trust (RGT) in Q2 2026: 191 shares worth $2.71K. The stake represents ﹤0.01% of the portfolio and ranks #1548 among its holdings.

10 funds tracked by Wall St. Rank hold RGT as of Q2 2026.

Institute for Wealth Management held 191 shares of Royce Global Value Trust worth $2.71K as of Q2 2026.
Royce Global Value Trust was a new Institute for Wealth Management position in Q2 2026.
Royce Global Value Trust made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1548 holding.
10 funds tracked by Wall St. Rank held Royce Global Value Trust as of Q2 2026.

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