IFWM
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Institute for Wealth Management’s RXO RXO Stock Holding History

Institute for Wealth Management’s Portfolio RXO Stock Details RXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.27K Buy
+336
New +$7.42K ﹤0.01% 1333

Other funds holding RXO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in RXO (RXO) in Q2 2026: 336 shares worth $9.27K. The stake represents ﹤0.01% of the portfolio and ranks #1333 among its holdings.

135 funds tracked by Wall St. Rank hold RXO as of Q2 2026.

  • Institute for Wealth Management held 336 shares of RXO worth $9.27K as of Q2 2026.
  • RXO was a new Institute for Wealth Management position in Q2 2026.
  • RXO made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1333 holding.
  • 135 funds tracked by Wall St. Rank held RXO as of Q2 2026.

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