Position in RRX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$787,932
+$168,476 QoQ
Shares Held
3,308
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#312
of 598 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RRX Over Time
Shares Held
Position Value (USD)
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. RRX ranks #4 (7.8% 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
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|
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 RRX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $787,932 | 3,308 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $619,456 | 3,308 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $464,178 | 3,308 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $497,736 | 3,470 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $478,947 | 3,304 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $376,160 | 3,304 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $201,710 | 1,216 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||