Institute for Wealth Management’s Xerox Holdings Corp Warrants XRXDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$207	Buy	+750	New	+$204	﹤0.01%	1726

Other funds holding XRXDW

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Xerox Holdings Corp Warrants (XRXDW) in Q2 2026: 750 shares worth $207. The stake represents ﹤0.01% of the portfolio and ranks #1726 among its holdings.

30 funds tracked by Wall St. Rank hold XRXDW as of Q2 2026.

Institute for Wealth Management held 750 shares of Xerox Holdings Corp Warrants worth $207 as of Q2 2026.
Xerox Holdings Corp Warrants was a new Institute for Wealth Management position in Q2 2026.
Xerox Holdings Corp Warrants made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1726 holding.
30 funds tracked by Wall St. Rank held Xerox Holdings Corp Warrants as of Q2 2026.

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