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Institute for Wealth Management’s US Global Sea to Sky Cargo ETF SEA Stock Holding History

Institute for Wealth Management’s Portfolio SEA Stock Details SEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.56K Buy
+525
New +$9.04K ﹤0.01% 1350

Other funds holding SEA

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
LFA
LGT Financial Advisors Dallas, Texas $18.9M AUM 25.06% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in US Global Sea to Sky Cargo ETF (SEA) in Q2 2026: 525 shares worth $8.56K. The stake represents ﹤0.01% of the portfolio and ranks #1350 among its holdings.

4 funds tracked by Wall St. Rank hold SEA as of Q2 2026.

  • Institute for Wealth Management held 525 shares of US Global Sea to Sky Cargo ETF worth $8.56K as of Q2 2026.
  • US Global Sea to Sky Cargo ETF was a new Institute for Wealth Management position in Q2 2026.
  • US Global Sea to Sky Cargo ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1350 holding.
  • 4 funds tracked by Wall St. Rank held US Global Sea to Sky Cargo ETF as of Q2 2026.

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