PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Clear Secure YOU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.8K	Buy	+301	New	+$16.5K	﹤0.01%	410

Other funds holding YOU

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in Clear Secure (YOU) in Q2 2026: 301 shares worth $16.8K. The stake represents ﹤0.01% of the portfolio and ranks #410 among its holdings.

196 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 301 shares of Clear Secure worth $16.8K as of Q2 2026.
Clear Secure was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
Clear Secure made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #410 holding.
196 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

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