Institute for Wealth Management, LLC.

Position in MSGE — Madison Square Garden Entertainment Corp.

CIK 1533954 DENVER, CO

Position in MSGE

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

Position Value

$398,868

+$112,212 QoQ

Shares Held

4,931

+1.3% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#168

of 276 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $11,600,737 across 15 Entertainment names. MSGE ranks #6 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DIS	Walt Disney Co	44,993	$4,330,576
2	NFLX	Netflix Inc	51,612	$3,685,096
3	MSGS	Madison Square Garden Sports Corp.	3,656	$1,469,127
4	SPHR	Sphere Entertainment Co.	4,003	$692,639
5	LYV	Live Nation Entertainment, Inc.	2,203	$403,391
6	MSGE	Madison Square Garden Entertainment Corp. This page	4,931	$398,868
7	WBD	Warner Bros. Discovery, Inc.	10,266	$273,691
8	PSKY	Paramount Skydance Corp	21,489	$211,881

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$398,868	4,931	+1.3%	Shares	Sole	2026-07-28
2026-03-31	$286,656	4,866	-0.9%	Shares	Sole	2026-05-14
2025-12-31	$264,599	4,910	-1.5%	Shares	Sole	2026-01-27
2025-09-30	$225,476	4,984	-10.3%	Shares	Sole	2025-10-17
2025-06-30	$222,073	5,556	-4.5%	Shares	Sole	2025-07-18
2024-12-31	$207,156	5,819	-2.2%	Shares	Sole	2025-01-23
2024-09-30	$252,925	5,947	-0.2%	Shares	Sole	2024-11-12
2024-06-30	$203,908	5,957	0.0%	Shares	Sole	2024-07-25
2024-03-31	$233,573	5,957	—	Shares	Sole	2024-04-30
No filing history on record for this holder in this stock.