Institute for Wealth Management’s SRH Total Return Fund STEW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$86K	Buy	+4,802	New	+$84.8K	0.01%	723

Other funds holding STEW

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JWM

JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in SRH Total Return Fund (STEW) in Q2 2026: 4,802 shares worth $86K. The stake represents 0.01% of the portfolio and ranks #723 among its holdings.

127 funds tracked by Wall St. Rank hold STEW as of Q2 2026.

Institute for Wealth Management held 4,802 shares of SRH Total Return Fund worth $86K as of Q2 2026.
SRH Total Return Fund was a new Institute for Wealth Management position in Q2 2026.
SRH Total Return Fund made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #723 holding.
127 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q2 2026.

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