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PENSION & WEALTH MANAGEMENT ADVISORS, INC. → APLD
PENSION & WEALTH MANAGEMENT ADVISORS, INC. APLD Position History
Applied Digital Corporation
Quarters held
9
Latest value
$1.4M
Q3 2026
Peak value
$2.2M
First seen
Q3 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2024 | $965K |
| Q4 2024 | $871K |
| Q1 2025 | $624K |
| Q2 2025 | $906K |
| Q3 2025 | $1.7M |
| Q4 2025 | $1.8M |
| Q1 2026 | $1.4M |
| Q2 2026 | $2.2M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 57.9K | — | — |
| Q2 2026 | $2.2M | 57.9K | — | — |
| Q1 2026 | $1.4M | 59.9K | — | — |
| Q4 2025 | $1.8M | 74.9K | — | — |
| Q3 2025 | $1.7M | 74.9K | — | — |
| Q2 2025 | $906K | 90.0K | — | — |
| Q1 2025 | $624K | 111.0K | — | — |
| Q4 2024 | $871K | 114.0K | — | — |
| Q3 2024 | $965K | 117.0K | — | — |
Other funds holding APLD
$543.6M
$384.2M
$366.2M
$278.9M
$250.2M
$246.2M
$201.9M
Other PENSION & WEALTH MANAGEMENT ADVISORS, INC. positions
FIS
$30.2MFIDELITY TOTAL BOND ETF
FIS
$27.4MFIDELITY TOTAL BOND ETF
STT-PG
$27.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
FIS
$26.9MFIDELITY TOTAL BOND ETF
FIS
$26.8MFIDELITY TOTAL BOND ETF
STT-PG
$26.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF