Institutions / PENSION & WEALTH MANAGEMENT ADVISORS, INC. / Move history
Back to PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension & Wealth Management Advisors, Inc.

Quarter-over-quarter position changes

4,631 changes

ActionCompanyQuarter ↓Δ sharesΔ %Held afterFlowImpact
Added09255X100Jun 30, 2026+16,007+20%94,184$175.9Klow
Trimmed316092295Jun 30, 2026-4,458-16%23,760$170.3Klow
NewCboe Global Markets IncJun 30, 2026+677New677$164.3Klow
Added922908736Jun 30, 2026+1,862+690%2,132$160.4Klow
AddedWalmart Inc.Jun 30, 2026+1,337+50%4,007$151.4Klow
AddedG4124C109Jun 30, 2026+39,272+57%107,832$148.1Klow
TrimmediShares MSCI UAE ETFJun 30, 2026-1,525-5.6%25,842$147.1Klow
TrimmedJACOBS SOLUTIONS INC.Jun 30, 2026-1,095-65%584$138.0Klow
Added92204A702Jun 30, 2026+1,090+623%1,265$130.4Klow
ExitedAmbarella IncJun 30, 2026-2,330-100%0$119.9Klow
Trimmed808524755Jun 30, 2026-2,258-4.3%50,786$119.1Klow
AddedG9451V109Jun 30, 2026+12,150+44%40,024$118.2Klow
TrimmedINTUIT INC.Jun 30, 2026-441-97%12$116.2Klow
TrimmedDynatrace, Inc.Jun 30, 2026-2,646-37%4,565$116.2Klow
AddedMeta Platforms IncJun 30, 2026+206+8.0%2,770$116.1Klow
New52468L505Jun 30, 2026+2,750New2,750$111.6Klow
AddedCACI INTERNATIONAL INC /DEJun 30, 2026+238+39%850$110.3Klow
NewTHE GOLDMAN SACHS GROUP, INC.Jun 30, 2026+108New108$110.0Klow
Added464286251Jun 30, 2026+2,353+14%19,293$107.4Klow
AddedMICROSOFT CORPJun 30, 2026+278+4.3%6,814$103.7Klow
New46435UAA9Jun 30, 2026+4,250New4,250$102.9Klow
NewCOHEN & STEERS INFRASTRUCTURE FUND INCUTFJun 30, 2026+3,700New3,700$102.1Klow
AddedG69451105Jun 30, 2026+9,191+23%49,890$100.9Klow
ExitedGARTNER INCJun 30, 2026-624-100%0$98.8Klow
AddedElastic N.V.Jun 30, 2026+1,707+80%3,853$97.3Klow
Trimmed808524763Jun 30, 2026-2,556-5.5%44,176$97.3Klow
TrimmedGalaxy Digital Inc.Jun 30, 2026-3,548-29%8,643$97.0Klow
AddedBroadcom Inc.Jun 30, 2026+243+26%1,167$91.9Klow
AddedINTEL CORPJun 30, 2026+656+63%1,696$91.6Klow
AddedGENERAL ELECTRIC COJun 30, 2026+240+62%629$89.7Klow
TrimmedGenius Sports LtdJun 30, 2026-14,569-23%47,803$88.3Klow
TrimmedDell Technologies Inc.Jun 30, 2026-203-24%660$87.6Klow
AddedBlackRock Enhanced Equity Dividend TrustBDJJun 30, 2026+9,116+11%94,969$87.2Klow
TrimmedBlackRock Enhanced International Dividend TrustJun 30, 2026-14,673-7.4%182,641$84.2Klow
Trimmed464287499Jun 30, 2026-760-7.5%9,408$83.8Klow
AddedOllie's Bargain Outlet Holdings, Inc.Jun 30, 2026+1,090+50%3,278$83.8Klow
Trimmed464287168Jun 30, 2026-535-20%2,102$83.7Klow
AddedDoubleLine Income Solutions FundDSLJun 30, 2026+7,461+18%49,346$82.5Klow
New87283Q867Jun 30, 2026+2,000New2,000$82.2Klow
Trimmed72202L389Jun 30, 2026-2,900-13%19,268$81.9Klow
TrimmedForgent Power Solutions, Inc.FPSJun 30, 2026-1,464-36%2,604$81.8Klow
AddedGDS Holdings LtdGDSJun 30, 2026+2,573+48%7,911$77.3Klow
New46654Q203Jun 30, 2026+1,251New1,251$76.9Klow
New09661T834Jun 30, 2026+1,400New1,400$75.6Klow
TrimmedApplied Digital CorpJun 30, 2026-2,000-3.3%57,904$74.6Klow
New464288760Jun 30, 2026+300New300$72.7Klow
TrimmedUber Technologies, IncJun 30, 2026-1,000-18%4,478$72.2Klow
AddedJPMORGAN CHASE & COJun 30, 2026+213+7.4%3,105$69.8Klow
AddedInteractive Brokers Group IncJun 30, 2026+767+25%3,824$66.8Klow
NewCATERPILLAR INCJun 30, 2026+62New62$66.3Klow
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