Institute for Wealth Management’s XPO XPO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$88.4K	Buy	+431	New	+$91.2K	0.01%	716

Other funds holding XPO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JAFL

Jay A. Fishman Ltd Troy, Michigan $1.26B AUM 31.39% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in XPO (XPO) in Q2 2026: 431 shares worth $88.4K. The stake represents 0.01% of the portfolio and ranks #716 among its holdings.

353 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

Institute for Wealth Management held 431 shares of XPO worth $88.4K as of Q2 2026.
XPO was a new Institute for Wealth Management position in Q2 2026.
XPO made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #716 holding.
353 funds tracked by Wall St. Rank held XPO as of Q2 2026.

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