Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
OPW
Oxler Private Wealth’s
iShares Morningstar Mid-Cap Growth ETF
IMCG
Stock Holding History
Oxler Private Wealth’s Portfolio
IMCG Stock Details
IMCG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Hold
0
–
–
–
335
Other funds holding IMCG
MOS
MGO One Seven
Beachwood, Ohio
$6.06B AUM
28.9%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$495B AUM
43.24%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$187B AUM
21.7%
1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors
St. Petersburg, Florida
$75.1B AUM
31.89%
1-Year Est. Return
Wells Fargo
San Francisco, California
$617B AUM
30.33%
1-Year Est. Return
Morgan Stanley
New York
$1.89T AUM
35.08%
1-Year Est. Return
LPL Financial
San Diego, California
$445B AUM
25.58%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$786B AUM
40.34%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$79.5B AUM
27.1%
1-Year Est. Return
BWL
Bogart Wealth LLC
Mclean, Virginia
$2.92B AUM
23.85%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close