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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Interactive Brokers IBKR Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$333K Buy
3,824
+767
+25% +$63.8K 0.09% 136
2026
Q1 		$205K Buy
3,057
+857
+39% +$61.2K 0.06% 166
2025
Q4 		$141K Buy
+2,200
New +$147K 0.04% 196

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ECU
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Bank of New York Mellon
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Interactive Brokers (IBKR) stake by 25% in Q2 2026, buying an estimated $63.8K and bringing the position to 3,824 shares worth $333K. The position accounts for 0.09% of the portfolio, ranked #136.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IBKR in Q4 2025 and has held it in 3 quarters since. 574 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 3,824 shares of Interactive Brokers worth $333K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 767 Interactive Brokers shares in Q2 2026, an estimated $63.8K.
  • Interactive Brokers made up 0.09% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #136 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Interactive Brokers in Q4 2025 and has held it in 3 quarters since.
  • 574 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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