Position in INIO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$118
New position
Shares Held
3
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#146
of 146 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $10,122,871 across 27 Specialty Industrial Machinery names. INIO ranks #27 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
7,331 | $3,123,885 | |
| 2 | GEV |
GE Vernova Inc.
|
2,088 | $2,453,107 | |
| 3 | CMI |
Cummins Inc
|
2,318 | $1,653,220 | |
| 4 | RRX |
Regal Rexnord Corp
|
3,308 | $787,932 | |
| 5 | EMR |
Emerson Electric Co
|
4,826 | $690,841 | |
| 6 | ITW |
Illinois Tool Works Inc
|
1,182 | $319,695 | |
| 7 | ROK |
Rockwell Automation, Inc
|
346 | $171,297 | |
| 8 | OTIS |
Otis Worldwide Corp
|
1,861 | $133,247 |
All Filings in INIO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $118 | 3 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||