PWMAI
QXO

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio QXO Stock Details QXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$64.8K Hold
3,750
– – 0.02% 290
2026
Q1 		$72.8K Hold
3,750
– – 0.02% 261
2025
Q4 		$72.3K Buy
+3,750
New +$71.9K 0.02% 263

Other funds holding QXO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ML
MTCO Ltd Nassau $271M AUM 16.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.26B AUM 31.39% 1-Year Est. Return

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its QXO Inc (QXO) position steady in Q2 2026 at 3,750 shares worth $64.8K. The position accounts for 0.02% of the portfolio, ranked #290.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in QXO in Q4 2025 and has held it in 3 quarters since. The position peaked at $72.8K in Q1 2026. 292 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 3,750 shares of QXO Inc worth $64.8K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its QXO Inc share count unchanged in Q2 2026.
  • QXO Inc made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #290 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in QXO Inc in Q4 2025 and has held it in 3 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s QXO Inc position peaked at $72.8K in Q1 2026.
  • 292 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

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