0001144204-15-048376.txt : 20150812 0001144204-15-048376.hdr.sgml : 20150812 20150812123524 ACCESSION NUMBER: 0001144204-15-048376 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 FILED AS OF DATE: 20150812 DATE AS OF CHANGE: 20150812 EFFECTIVENESS DATE: 20150812 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Institute for Wealth Management, LLC. CENTRAL INDEX KEY: 0001533954 IRS NUMBER: 200013572 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14899 FILM NUMBER: 151046201 BUSINESS ADDRESS: STREET 1: 1776 LINCOLN STREET STREET 2: SUITE 950 CITY: DENVER STATE: CO ZIP: 80203 BUSINESS PHONE: 877-572-3500 MAIL ADDRESS: STREET 1: 1776 LINCOLN STREET STREET 2: SUITE 950 CITY: DENVER STATE: CO ZIP: 80203 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001533954 XXXXXXXX 06-30-2015 06-30-2015 false Institute for Wealth Management, LLC.

1776 Lincoln Street Suite 950 Denver CO 80203

13F HOLDINGS REPORT 028-14899 N Jeff Jorgensen 720-956-3183 /s/ Jeff Jorgensen Denver CO 08-10-2015 0 30 77459 INFORMATION TABLE 2 infotable.xml SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 1384 7869 SH SOLE 0 0 7869 SPDR S&P 500 ETF TR TR UNIT 78462F103 13253 64380 SH SOLE 0 0 64380 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1036 24992 SH SOLE 0 0 24992 ISHARES TR U.S. FINLS ETF 464287788 1813 20205 SH SOLE 0 0 20205 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 1115 45734 SH SOLE 0 0 45734 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1049 19405 SH SOLE 0 0 19405 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2859 69065 SH SOLE 0 0 69065 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 2466 51815 SH SOLE 0 0 51815 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1192 16019 SH SOLE 0 0 16019 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1142 14927 SH SOLE 0 0 14927 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 2042 25985 SH SOLE 0 0 25985 ISHARES TR 7-10 Y TR BD ETF 464287440 1997 19015 SH SOLE 0 0 19015 ISHARES TR CORE US AGGBD ET 464287226 6079 55882 SH SOLE 0 0 55882 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 1519 24893 SH SOLE 0 0 24893 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1497 27729 SH SOLE 0 0 27729 POWERSHARES ETF TRUST GBL LSTD PVT EQT 73935X195 2193 189207 SH SOLE 0 0 189207 ISHARES IBOXX HI YD ETF 464288513 2970 33449 SH SOLE 0 0 33449 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 883 11017 SH SOLE 0 0 11017 SPDR SERIES TRUST BRCLYS INTL ETF 78464A516 1345 25850 SH SOLE 0 0 25850 ISHARES EAFE SML CP ETF 464288273 2997 58749 SH SOLE 0 0 58749 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 3421 55538 SH SOLE 0 0 55538 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2397 12693 SH SOLE 0 0 12693 FIRST TR EXCH TRD ALPHA FD I JAPAN ALPHADEX 33737J158 2449 48811 SH SOLE 0 0 48811 ISHARES TR USA MIN VOL ETF 46429B697 4122 102238 SH SOLE 0 0 102238 ISHARES TR CMBS ETF 46429B366 1396 27182 SH SOLE 0 0 27182 ISHARES GLB HGH YLD ETF 464286178 550 11105 SH SOLE 0 0 11105 ETF SER SOLUTIONS ALPCLONE ALTER 26922A305 3849 85476 SH SOLE 0 0 85476 POWERSHARES ACTIVE MNG ETF T S&P500 DWNHDGE 73935B805 3763 145532 SH SOLE 0 0 145532 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 1462 27924 SH SOLE 0 0 27924 FLEXSHARES TR GLB QLT R/E IDX 33939L787 3219 57638 SH SOLE 0 0 57638