PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Axcelis ACLS Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio ACLS Stock Details ACLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18K	Hold	95	–	–	﹤0.01%	404
2026 Q1	$8.84K	Hold	95	–	–	﹤0.01%	404
2025 Q4	$7.63K	Hold	95	–	–	﹤0.01%	428
2025 Q3	$9.28K	Sell	95 -15	-14%	-$1.21K	﹤0.01%	410
2025 Q2	$7.67K	Buy	110 +15	+16%	+$856	﹤0.01%	380
2025 Q1	$4.72K	Hold	95	–	–	﹤0.01%	389
2024 Q4	$6.64K	Hold	95	–	–	﹤0.01%	387
2024 Q3	$9.96K	Hold	95	–	–	0.01%	297
2024 Q2	$13.5K	Hold	95	–	–	0.01%	268
2024 Q1	$10.6K	Hold	95	–	–	0.01%	277
2023 Q4	$12.3K	Hold	95	–	–	0.01%	241
2023 Q3	$15.5K	Hold	95	–	–	0.01%	194
2023 Q2	$17.4K	Hold	95	–	–	0.01%	193
2023 Q1	$12.7K	Hold	95	–	–	0.01%	212
2022 Q4	$7.54K	Buy	+95	New	+$6.69K	0.01%	218

Other funds holding ACLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ACLS Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Axcelis (ACLS) position steady in Q2 2026 at 95 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ACLS in Q4 2022 and has held it in 15 quarters since. 204 funds tracked by Wall St. Rank hold ACLS as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 95 shares of Axcelis worth $18K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Axcelis share count unchanged in Q2 2026.
Axcelis made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #404 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Axcelis in Q4 2022 and has held it in 15 quarters since.
204 funds tracked by Wall St. Rank held Axcelis as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.