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Equibles

Institute for Wealth Management, LLC.

Position in TSI — Tcw Strategic Income Fund Inc

CIK 1533954 DENVER, CO
Back to TSI Full portfolio

Position in TSI

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$171,506
-$8,219 QoQ
Shares Held
38,028
-5.0% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#29
of 70 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in TSI Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $17,964,075 across 133 Asset Management names. TSI ranks #27 (1.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BXSL
Blackstone Secured Lending Fund
 115,773 $2,744,977
2 BX
Blackstone Inc.
 17,555 $2,065,696
3 KKR
KKR & Co. Inc.
 10,154 $931,934
4 CET
Central Securities Corp
 16,394 $859,865
5 ECF
Ellsworth Growth & Income Fund Ltd
 52,289 $690,737
6 GDV
Gabelli Dividend & Income Trust
 18,050 $530,670
7 APO
Apollo Global Management, Inc.
 4,340 $513,465
8 SPXX
Nuveen S&P 500 Dynamic Overwrite Fund
 25,742 $479,830

All Filings in TSI

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $171,506 38,028
2026-03-31 $179,725 40,028
2025-12-31 $197,738 40,028
2025-09-30 $241,099 49,004
2025-06-30 $239,139 49,004
2025-03-31 $240,103 49,404
2024-12-31 $237,633 49,404
2024-09-30 $265,990 51,850
2024-06-30 $246,726 52,052
2024-03-31 $255,598 53,139
2023-12-31 $243,834 53,123
2023-09-30 $502,329 109,679
2023-06-30 $571,707 123,479
2023-03-31 $612,944 130,971
2022-12-31 $646,975 140,038
2022-09-30 $683,342 144,776
2022-06-30 $704,870 145,936
2022-03-31 $804,615 156,236
2021-12-31 $907,672 157,309
2021-09-30 $927,635 161,609
2021-06-30 $956,725 161,609
2021-03-31 $919,555 161,609
2020-12-31 $936,488 164,585
2020-09-30 $924,967 164,585
2020-06-30 $898,634 164,585
2020-03-31 $873,259 168,909