KOSHINSKI ASSET MANAGEMENT, INC.

HTTPS://www.ipiwm.com DECATUR, IL Investment Advisor How do I update this listing?

Koshinski Asset Management is based out of Decatur. Koshinski Asset Management is a large advisory firm with 5068 clients and discretionary assets under management (AUM) of $826,955,183 (Form ADV from 2020-07-27). Their last reported 13F filing for Q2 2020 included $616,978,000 in managed 13F securities and a top 10 holdings concentration of 18.0%. Koshinski Asset Management's largest holding is Apple Inc with shares held of 70,480. Koshinski Asset Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 35 13F filings

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06/30/2020

13F Activity

  • Market Value $616.978 Million
  • Prior Market Value $476.072 Million
  • New Purchases62 stocks
  • Additional Purchases195 stocks
  • Sold out of28 stocks
  • Reduced holdings in196 stocks
  • Top 10 Holdings % 18.00 %
  • Turnover % [1]:18.37%
  • Turnover Alt % [2]: 14.48 %
  • Time Held Top20:3.35 quarters
  • Time Held Top10:3.70 quarters
  • Time Held All:8.65 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 24.04%
Performance Last 4 Quarters: 6.53%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

IPI WEALTH MANAGEMENT, INC.
226 W. ELDORADO
DECATUR IL    62522
Country: United States

Business Phone: 217-425-6340
Fax: 217-425-9581
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: IL
Number of employees: 74
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 5068
Amount of client funds and securities by related persons: 300,000,000
Total Number of clients from related persons: 2700
Disclosures:
Data above was derived from SEC filings.

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KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.

ownership team - last updated 2020-06-29
Name Title Start Date Direct/Indirect % Ownership
CLOSSER, ALLEN, BAYARD PRESIDENT 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIRECTED SERVICES LLC PRESIDENT AND DIRECTOR direct 2007-10-01
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. PRESIDENT direct 2017-06-01
VERTICAL CAPITAL ASSET MANAGEMENT, LLC PRESIDENT/MANAGING MEMBER direct 2011-07-01
VERTICAL CAPITAL ASSET MANAGEMENT, LLC PRESIDENT direct 2011-07-01
VERTICAL CAPITAL ASSET MANAGEMENT, LLC PRESIDENT/MANAGING MEMBER/CCO direct 2011-07-01
KOSHINSKI, DAVID, PAUL CEO 01/01/1996 Direct 75% or more
Fund Name Position direct/indirect start date end date
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. CEO direct 1996-01-01
KOSHINSKI ASSET MANAGEMENT INC. OWNER direct 1996-01-01 2004-01-13
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. MUNICIPAL PRINCIPAL direct 2013-11-01 2016-03-29
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. PRESIDENT direct 1996-01-01 2017-03-24
YEAGER, MARY, JANE MUNICIPAL PRINCIPAL 05/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. MUNICIPAL PRINCIPAL direct 2016-05-01
HANCOCK, MICHELLE, SUZANNE REGISTERED OPTIONS PRINCIPAL 08/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. REGISTERED OPTIONS PRINCIPAL direct 2016-08-01
FUERSTENBERG, LORI, LEA CHIEF COMPLIANCE OFFICER 11/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
KCD FINANCIAL, INC. CHIEF COMPLIANCE OFFICER direct 2011-09-01
EALY, THOMAS, JAMES SHAREHOLDER 07/01/2008 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. VICE PRESIDENT direct 2008-07-01

KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.

ownership team - last updated 2020-03-18
Name Title Start Date Direct/Indirect % Ownership

KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.

ownership team - last updated 2019-12-13
Name Title Start Date Direct/Indirect % Ownership
KOSHINSKI, DAVID, PAUL CEO 01/01/1996 Direct 75% or more
Fund Name Position direct/indirect start date end date
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. CEO direct 1996-01-01
KOSHINSKI ASSET MANAGEMENT INC. OWNER direct 1996-01-01 2004-01-13
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. MUNICIPAL PRINCIPAL direct 2013-11-01 2016-03-29
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. PRESIDENT direct 1996-01-01 2017-03-24
YEAGER, MARY, JANE MUNICIPAL PRINCIPAL 05/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. MUNICIPAL PRINCIPAL direct 2016-05-01
HANCOCK, MICHELLE, SUZANNE REGISTERED OPTIONS PRINCIPAL 08/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. REGISTERED OPTIONS PRINCIPAL direct 2016-08-01
CLOSSER, ALLEN, BAYARD PRESIDENT 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIRECTED SERVICES LLC PRESIDENT AND DIRECTOR direct 2007-10-01
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. PRESIDENT direct 2017-06-01
VERTICAL CAPITAL ASSET MANAGEMENT, LLC PRESIDENT/MANAGING MEMBER direct 2011-07-01
VERTICAL CAPITAL ASSET MANAGEMENT, LLC PRESIDENT direct 2011-07-01
VERTICAL CAPITAL ASSET MANAGEMENT, LLC PRESIDENT/MANAGING MEMBER/CCO direct 2011-07-01
FUERSTENBERG, LORI, LEA CHIEF COMPLIANCE OFFICER 11/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
KCD FINANCIAL, INC. CHIEF COMPLIANCE OFFICER direct 2011-09-01
EALY, THOMAS, JAMES SHAREHOLDER 07/01/2008 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. VICE PRESIDENT direct 2008-07-01

KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.

ownership team - last updated 2019-09-10
Name Title Start Date Direct/Indirect % Ownership
KOSHINSKI, DAVID, PAUL CEO 01/01/1996 Direct 75% or more
Fund Name Position direct/indirect start date end date
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. CEO direct 1996-01-01
KOSHINSKI ASSET MANAGEMENT INC. OWNER direct 1996-01-01 2004-01-13
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. MUNICIPAL PRINCIPAL direct 2013-11-01 2016-03-29
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. PRESIDENT direct 1996-01-01 2017-03-24
YEAGER, MARY, JANE MUNICIPAL PRINCIPAL 05/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. MUNICIPAL PRINCIPAL direct 2016-05-01
HANCOCK, MICHELLE, SUZANNE REGISTERED OPTIONS PRINCIPAL 08/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. REGISTERED OPTIONS PRINCIPAL direct 2016-08-01
CLOSSER, ALLEN, BAYARD PRESIDENT 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIRECTED SERVICES LLC PRESIDENT AND DIRECTOR direct 2007-10-01
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. PRESIDENT direct 2017-06-01
VERTICAL CAPITAL ASSET MANAGEMENT, LLC PRESIDENT/MANAGING MEMBER direct 2011-07-01
VERTICAL CAPITAL ASSET MANAGEMENT, LLC PRESIDENT direct 2011-07-01
VERTICAL CAPITAL ASSET MANAGEMENT, LLC PRESIDENT/MANAGING MEMBER/CCO direct 2011-07-01
FUERSTENBERG, LORI, LEA CHIEF COMPLIANCE OFFICER 11/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
KCD FINANCIAL, INC. CHIEF COMPLIANCE OFFICER direct 2011-09-01
EALY, THOMAS, JAMES SHAREHOLDER 07/01/2008 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. VICE PRESIDENT direct 2008-07-01

KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.

ownership team - last updated 2019-03-22
Name Title Start Date Direct/Indirect % Ownership
KOSHINSKI, DAVID, PAUL CEO 01/01/1996 Direct 75% or more
Fund Name Position direct/indirect start date end date
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. CEO direct 1996-01-01
KOSHINSKI ASSET MANAGEMENT INC. OWNER direct 1996-01-01 2004-01-13
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. MUNICIPAL PRINCIPAL direct 2013-11-01 2016-03-29
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. PRESIDENT direct 1996-01-01 2017-03-24
YEAGER, MARY, JANE MUNICIPAL PRINCIPAL 05/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. MUNICIPAL PRINCIPAL direct 2016-05-01
HANCOCK, MICHELLE, SUZANNE REGISTERED OPTIONS PRINCIPAL 08/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. REGISTERED OPTIONS PRINCIPAL direct 2016-08-01
CLOSSER, ALLEN, BAYARD PRESIDENT 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIRECTED SERVICES LLC PRESIDENT AND DIRECTOR direct 2007-10-01
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. PRESIDENT direct 2017-06-01
VERTICAL CAPITAL ASSET MANAGEMENT, LLC PRESIDENT/MANAGING MEMBER direct 2011-07-01
VERTICAL CAPITAL ASSET MANAGEMENT, LLC PRESIDENT direct 2011-07-01
VERTICAL CAPITAL ASSET MANAGEMENT, LLC PRESIDENT/MANAGING MEMBER/CCO direct 2011-07-01
FUERSTENBERG, LORI, LEA CHIEF COMPLIANCE OFFICER 11/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
KCD FINANCIAL, INC. CHIEF COMPLIANCE OFFICER direct 2011-09-01
EALY, THOMAS, JAMES SHAREHOLDER 07/01/2008 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. VICE PRESIDENT direct 2008-07-01

KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.

ownership team - last updated 2018-11-13
Name Title Start Date Direct/Indirect % Ownership
KOSHINSKI, DAVID, PAUL CEO 01/01/1996 Direct 75% or more
Fund Name Position direct/indirect start date end date
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. CEO direct 1996-01-01
KOSHINSKI ASSET MANAGEMENT INC. OWNER direct 1996-01-01 2004-01-13
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. MUNICIPAL PRINCIPAL direct 2013-11-01 2016-03-29
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. PRESIDENT direct 1996-01-01 2017-03-24
EALY, THOMAS, JAMES VICE PRESIDENT 07/01/2008 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. VICE PRESIDENT direct 2008-07-01
YEAGER, MARY, JANE MUNICIPAL PRINCIPAL 05/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. MUNICIPAL PRINCIPAL direct 2016-05-01
HANCOCK, MICHELLE, SUZANNE REGISTERED OPTIONS PRINCIPAL 08/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. REGISTERED OPTIONS PRINCIPAL direct 2016-08-01
CLOSSER, ALLEN, BAYARD PRESIDENT 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIRECTED SERVICES LLC PRESIDENT AND DIRECTOR direct 2007-10-01
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. PRESIDENT direct 2017-06-01
VERTICAL CAPITAL ASSET MANAGEMENT, LLC PRESIDENT/MANAGING MEMBER direct 2011-07-01
VERTICAL CAPITAL ASSET MANAGEMENT, LLC PRESIDENT direct 2011-07-01
VERTICAL CAPITAL ASSET MANAGEMENT, LLC PRESIDENT/MANAGING MEMBER/CCO direct 2011-07-01
FUERSTENBERG, LORI, LEA CHIEF COMPLIANCE OFFICER 11/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
KCD FINANCIAL, INC. CHIEF COMPLIANCE OFFICER direct 2011-09-01

KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.

ownership team - last updated 2017-06-26
Name Title Start Date Direct/Indirect % Ownership
KOSHINSKI, DAVID, PAUL CEO 01/01/1996 Direct 75% or more
Fund Name Position direct/indirect start date end date
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. CEO direct 1996-01-01
KOSHINSKI ASSET MANAGEMENT INC. OWNER direct 1996-01-01 2004-01-13
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. MUNICIPAL PRINCIPAL direct 2013-11-01 2016-03-29
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. PRESIDENT direct 1996-01-01 2017-03-24
EALY, THOMAS, JAMES VICE PRESIDENT 07/01/2008 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. VICE PRESIDENT direct 2008-07-01
EMRICK, RENEE, ELAINE CHIEF COMPLIANCE OFFICER 11/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST MIDWEST SECURITIES, INC. CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL direct 2009-12-01
FIRST MIDWEST SECURITIES, INC. GENERAL COUNSEL/EVP direct 2010-02-01
FIRST MIDWEST SECURITIES, INC. GENERAL COUNSEL/EVP indirect 2011-01-01
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2013-11-01
YEAGER, MARY, JANE MUNICIPAL PRINCIPAL 05/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. MUNICIPAL PRINCIPAL direct 2016-05-01
HANCOCK, MICHELLE, SUZANNE REGISTERED OPTIONS PRINCIPAL 08/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. REGISTERED OPTIONS PRINCIPAL direct 2016-08-01
CLOSSER, ALLEN, BAYARD PRESIDENT 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIRECTED SERVICES LLC PRESIDENT AND DIRECTOR direct 2007-10-01
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. PRESIDENT direct 2017-06-01
VERTICAL CAPITAL ASSET MANAGEMENT, LLC PRESIDENT/MANAGING MEMBER direct 2011-07-01
VERTICAL CAPITAL ASSET MANAGEMENT, LLC PRESIDENT direct 2011-07-01
VERTICAL CAPITAL ASSET MANAGEMENT, LLC PRESIDENT/MANAGING MEMBER/CCO direct 2011-07-01

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