Institute for Wealth Management, LLC.
Position in FEPI — REX FANG & Innovation Equity Premium Income ETF
CIK 1533954
DENVER, CO
Position in FEPI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$807,006
+$54,156 QoQ
Shares Held
20,343
+23.1% QoQ
Ownership
1.92%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FEPI Over Time
Shares Held
Position Value (USD)
All Filings in FEPI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $807,006 | 20,343 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $752,850 | 16,528 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $681,573 | 14,548 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||