Institute for Wealth Management, LLC.

Position in POWL — Powell Industries Inc

CIK 1533954 DENVER, CO

Position in POWL

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

Position Value

$4,009

New position

Shares Held

14

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#547

of 581 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $394,085 across 5 Electrical Equipment & Parts names. POWL ranks #5 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co	820	$274,552
2	NVT	nVent Electric plc	625	$106,006
3	BE	Bloom Energy Corp	18	$5,448
4	KE	Kimball Electronics, Inc.	159	$4,070
5	POWL	Powell Industries Inc This page	14	$4,009

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,009	14	—	Shares	Sole	2026-07-28
No filing history on record for this holder in this stock.