Institute for Wealth Management’s Clear Secure YOU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$59.7K	Buy	+1,071	New	+$58.6K	0.01%	829

Other funds holding YOU

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

RHJA

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

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

Institute for Wealth Management opened a new position in Clear Secure (YOU) in Q2 2026: 1,071 shares worth $59.7K. The stake represents 0.01% of the portfolio and ranks #829 among its holdings.

207 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

Institute for Wealth Management held 1,071 shares of Clear Secure worth $59.7K as of Q2 2026.
Clear Secure was a new Institute for Wealth Management position in Q2 2026.
Clear Secure made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #829 holding.
207 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

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