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PENSION & WEALTH MANAGEMENT ADVISORS, INC. Current Holdings: USA Funds

PENSION & WEALTH MANAGEMENT ADVISORS, INC. current holdings: USA Funds

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported $0.00 billion in funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), 1 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are SERVICE PPTYS TR COM SH BEN INT.

  • SERVICE PPTYS TR COM SH BEN INT: Country of operation United States; Class REIT; Shares 900; Value $1,521.

Form 13F-HR as filed (SEC CIK 2145782): quarter ended 2026-06-30, filed 2026-08-07. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

StockCountry of operationClassSharesValueQuarter endFiled
SERVICE PPTYS TR COM SH BEN INT
CUSIP 81761L102
United StatesREIT900$1,5212026-06-302026-08-07

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