Institute for Wealth Management, LLC.
Position in ECF — Ellsworth Growth & Income Fund Ltd
CIK 1533954
DENVER, CO
Position in ECF
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$588,229
-$38,127 QoQ
Shares Held
52,756
-2.0% QoQ
Ownership
0.386%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Institute for Wealth Management, LLC. holds $12,677,890 across 31 Asset Management names. ECF ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
17,494 | $2,011,635 | |
| 2 | KKR |
KKR & Co. Inc.
|
9,779 | $904,557 | |
| 3 | CET |
Central Securities Corp
|
16,394 | $814,126 | |
| 4 | BXSL |
Blackstone Secured Lending Fund
|
34,270 | $811,856 | |
| 5 | CHI |
Calamos Convertible Opportunities & Income Fund
|
59,277 | $636,634 | |
| 6 | ECF |
Ellsworth Growth & Income Fund Ltd
This page
|
52,756 | $588,229 | |
| 7 | USA |
Liberty All Star Equity Fund
|
89,063 | $494,299 | |
| 8 | APO |
Apollo Global Management, Inc.
|
4,369 | $486,793 |
All Filings in ECF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $588,229 | 52,756 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $626,356 | 53,857 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $648,254 | 55,884 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $572,544 | 55,858 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $511,839 | 56,370 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $572,465 | 59,078 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $530,868 | 59,051 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $494,111 | 59,965 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $492,762 | 60,685 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $490,472 | 60,702 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $504,904 | 62,721 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $548,447 | 63,773 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $517,807 | 63,848 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $518,803 | 65,013 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $525,760 | 65,638 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $559,235 | 65,638 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $695,106 | 65,638 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $811,285 | 65,638 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $877,858 | 65,708 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $968,546 | 65,798 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $889,588 | 65,798 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $935,337 | 67,436 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $778,885 | 67,436 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $774,839 | 67,436 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $593,495 | 69,172 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||