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Equibles

Institute for Wealth Management, LLC.

Position in ECF — Ellsworth Growth & Income Fund Ltd

CIK 1533954 DENVER, CO
Back to ECF Full portfolio

Position in ECF

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$690,737
+$102,508 QoQ
Shares Held
52,289
-0.9% QoQ
Ownership
0.383%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#20
of 51 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in ECF Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $17,964,075 across 133 Asset Management names. ECF ranks #5 (3.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BXSL
Blackstone Secured Lending Fund
 115,773 $2,744,977
2 BX
Blackstone Inc.
 17,555 $2,065,696
3 KKR
KKR & Co. Inc.
 10,154 $931,934
4 CET
Central Securities Corp
 16,394 $859,865
5 ECF
Ellsworth Growth & Income Fund Ltd
This page 		52,289 $690,737
6 GDV
Gabelli Dividend & Income Trust
 18,050 $530,670
7 APO
Apollo Global Management, Inc.
 4,340 $513,465
8 SPXX
Nuveen S&P 500 Dynamic Overwrite Fund
 25,742 $479,830

All Filings in ECF

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $690,737 52,289
2026-03-31 $588,229 52,756
2025-12-31 $626,356 53,857
2025-09-30 $648,254 55,884
2025-06-30 $572,544 55,858
2025-03-31 $511,839 56,370
2024-12-31 $572,465 59,078
2024-09-30 $530,868 59,051
2024-06-30 $494,111 59,965
2024-03-31 $492,762 60,685
2023-12-31 $490,472 60,702
2023-09-30 $504,904 62,721
2023-06-30 $548,447 63,773
2023-03-31 $517,807 63,848
2022-12-31 $518,803 65,013
2022-09-30 $525,760 65,638
2022-06-30 $559,235 65,638
2022-03-31 $695,106 65,638
2021-12-31 $811,285 65,638
2021-09-30 $877,858 65,708
2021-06-30 $968,546 65,798
2021-03-31 $889,588 65,798
2020-12-31 $935,337 67,436
2020-09-30 $778,885 67,436
2020-06-30 $774,839 67,436
2020-03-31 $593,495 69,172