Institute for Wealth Management, LLC.

Position in EXPE — Expedia Group, Inc.

CIK 1533954 DENVER, CO

Position in EXPE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$597,991

+$42,008 QoQ

Shares Held

2,337

-2.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#628

of 1,109 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $3,568,493 across 9 Travel Services names. EXPE ranks #3 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BKNG	Booking Holdings Inc.	9,575	$1,706,648
2	RCL	Royal Caribbean Cruises Ltd	1,935	$614,420
3	EXPE	Expedia Group, Inc. This page	2,337	$597,991
4	ABNB	Airbnb, Inc.	4,030	$576,693
5	NCLH	Norwegian Cruise Line Holdings Ltd.	1,687	$35,612
6	TNL	Travel & Leisure Co.	194	$14,827
7	TCOM	Trip.com Group Ltd	270	$10,756
8	CCL	Carnival Corp Ltd.	313	$8,942

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$597,991	2,337	-2.9%	Shares	Sole	2026-07-28
2026-03-31	$555,983	2,408	+51.6%	Shares	Sole	2026-05-14
2025-12-31	$449,896	1,588	-3.8%	Shares	Sole	2026-01-27
2025-09-30	$352,687	1,650	-49.2%	Shares	Sole	2025-10-17
2025-06-30	$547,872	3,248	-1.5%	Shares	Sole	2025-07-18
2025-03-31	$554,393	3,298	0.0%	Shares	Sole	2025-04-21
2024-12-31	$614,516	3,298	0.0%	Shares	Sole	2025-01-23
2024-09-30	$488,169	3,298	+51.4%	Shares	Sole	2024-11-12
2024-06-30	$274,406	2,178	+49.7%	Shares	Sole	2024-07-25
2023-12-31	$220,854	1,455	-15.5%	Shares	Sole	2024-01-31
2022-03-31	$336,748	1,721	-4.2%	Shares	Sole	2022-04-29
2021-12-31	$324,753	1,797	+1.1%	Shares	Sole	2022-01-21
2021-09-30	$291,250	1,777	0.0%	Shares	Sole	2021-11-15
2021-06-30	$290,912	1,777	-2.7%	Shares	Sole	2021-07-21
2021-03-31	$314,463	1,827	+1.4%	Shares	Sole	2021-05-04
2020-12-31	$238,584	1,802	—	Shares	Sole	2021-02-01
No filing history on record for this holder in this stock.