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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-50	Closed	-$191	–	521
2025 Q1	$191	Hold	50	–	–	﹤0.01%	464
2024 Q4	$218	Hold	50	–	–	﹤0.01%	459
2024 Q3	$334	Hold	50	–	–	﹤0.01%	356
2024 Q2	$208	Hold	50	–	–	﹤0.01%	347
2024 Q1	$225	Hold	50	–	–	﹤0.01%	335
2023 Q4	$454	Buy	+50	New	+$397	﹤0.01%	300

Other funds holding NIO

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s NIO Position: Q2 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of NIO (NIO) in Q2 2025, closing a stake of 50 shares — an estimated $191 sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in NIO in Q4 2023 and held it in 6 quarters. The position peaked at $454 in Q4 2023. 383 funds tracked by Wall St. Rank hold NIO as of Q2 2025.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining NIO position as of Q2 2025 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 50 NIO shares in Q2 2025, an estimated $191.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in NIO in Q4 2023 and held it in 6 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s NIO position peaked at $454 in Q4 2023.
383 funds tracked by Wall St. Rank held NIO as of Q2 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2025, filed 7 Aug 2026.