Institute for Wealth Management’s USA Compression Partners USAC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.7K	Buy	+519	New	+$14.3K	﹤0.01%	1245

Other funds holding USAC

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

Objectivity Squared Charleston, South Carolina $178M AUM 31.14% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

MCFP

Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

CWP

CFM Wealth Partners Austin, Texas $783M AUM 47.07% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in USA Compression Partners (USAC) in Q2 2026: 519 shares worth $13.7K. The stake represents ﹤0.01% of the portfolio and ranks #1245 among its holdings.

65 funds tracked by Wall St. Rank hold USAC as of Q2 2026.

Institute for Wealth Management held 519 shares of USA Compression Partners worth $13.7K as of Q2 2026.
USA Compression Partners was a new Institute for Wealth Management position in Q2 2026.
USA Compression Partners made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1245 holding.
65 funds tracked by Wall St. Rank held USA Compression Partners as of Q2 2026.

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