PWMG
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Private Wealth Management Group’s MGP Ingredients MGPI Stock Holding History

Private Wealth Management Group’s Portfolio MGPI Stock Details MGPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$504 Sell
38
-4
-10% -$66 ﹤0.01% 1438
2026
Q2 		$736 Buy
+42
New +$764 ﹤0.01% 1351
2025
Q4 		– Sell
-37
Closed -$896 – 1515
2025
Q3 		$896 Hold
37
– – ﹤0.01% 1310
2025
Q2 		$1.11K Sell
37
-31
-46% -$922 ﹤0.01% 1252
2025
Q1 		$2K Buy
68
+14
+26% +$468 ﹤0.01% 1056
2024
Q4 		$2.13K Buy
54
+29
+116% +$1.58K ﹤0.01% 1056
2024
Q3 		$2.08K Buy
25
+12
+92% +$992 ﹤0.01% 1049
2024
Q2 		$968 Buy
13
+7
+117% +$546 ﹤0.01% 1296
2024
Q1 		$517 Hold
6
– – ﹤0.01% 1439
2023
Q4 		$592 Buy
+6
New +$576 ﹤0.01% 1427

Other funds holding MGPI

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Villanova Investment Management
Villanova Investment Management Wayne, Pennsylvania $100M AUM 1.2% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Aviance Capital Partners
Aviance Capital Partners Naples, Florida $979M AUM 23.58% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Private Wealth Management Group's MGPI Position: Q3 2026 in Review

Private Wealth Management Group reduced its MGP Ingredients (MGPI) stake by 9.5% in Q3 2026, selling an estimated $66 and leaving 38 shares worth $504. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

Private Wealth Management Group first reported a position in MGPI in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.13K in Q4 2024. 34 funds tracked by Wall St. Rank hold MGPI as of Q3 2026.

  • Private Wealth Management Group held 38 shares of MGP Ingredients worth $504 as of Q3 2026.
  • Private Wealth Management Group sold 4 MGP Ingredients shares in Q3 2026, an estimated $66.
  • MGP Ingredients made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1438 holding.
  • Private Wealth Management Group first reported a position in MGP Ingredients in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's MGP Ingredients position peaked at $2.13K in Q4 2024.
  • 34 funds tracked by Wall St. Rank held MGP Ingredients as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.