PWMAI
CUK

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Carnival PLC CUK Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio CUK Stock Details CUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-20
Closed -$515 – 551
2026
Q1 		$515 Hold
20
– – ﹤0.01% 491
2025
Q4 		$607 Hold
20
– – ﹤0.01% 497
2025
Q3 		$529 Hold
20
– – ﹤0.01% 514
2025
Q2 		$510 Buy
+20
New +$387 ﹤0.01% 470

Other funds holding CUK

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Carnival PLC (CUK) in Q2 2026, closing a stake of 20 shares — an estimated $515 sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CUK in Q2 2025 and held it in 4 quarters. The position peaked at $607 in Q4 2025. 1 fund tracked by Wall St. Rank holds CUK as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Carnival PLC position as of Q2 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 20 Carnival PLC shares in Q2 2026, an estimated $515.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Carnival PLC in Q2 2025 and held it in 4 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Carnival PLC position peaked at $607 in Q4 2025.
  • 1 fund tracked by Wall St. Rank held Carnival PLC as of Q2 2026.

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