Institute for Wealth Management’s Valaris Ltd Warrants VAL.WS Stock Holding History

Institute for Wealth Management’s Portfolio VAL.WS Stock Details VAL.WS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$33	Buy	+4	New	+$63	﹤0.01%	1749

Other funds holding VAL.WS

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return

Kelleher Financial Advisors New York $705M AUM 16.14% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Citizens National Bank Trust Department Meridian, Mississippi $680M AUM 46.36% 1-Year Est. Return

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

Bank Julius Baer & Co

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

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

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Institute for Wealth Management's VAL.WS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Valaris Ltd Warrants (VAL.WS) in Q2 2026: 4 shares worth $33. The stake represents ﹤0.01% of the portfolio and ranks #1749 among its holdings.

18 funds tracked by Wall St. Rank hold VAL.WS as of Q2 2026.

Institute for Wealth Management held 4 shares of Valaris Ltd Warrants worth $33 as of Q2 2026.
Valaris Ltd Warrants was a new Institute for Wealth Management position in Q2 2026.
Valaris Ltd Warrants made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1749 holding.
18 funds tracked by Wall St. Rank held Valaris Ltd Warrants as of Q2 2026.

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