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PENSION & WEALTH MANAGEMENT ADVISORS, INC. → ASIX
PENSION & WEALTH MANAGEMENT ADVISORS, INC. ASIX Position History
AdvanSix Inc. • Basic Materials
Quarters held
4
Latest value
$2K
Q3 2026
Peak value
$2K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $35 |
| Q1 2026 | $49 |
| Q2 2026 | $40 |
| Q3 2026 | $2K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2K | 151 | — | — |
| Q2 2026 | $40 | 2 | — | — |
| Q1 2026 | $49 | 2 | — | — |
| Q4 2025 | $35 | 2 | — | — |
Other funds holding ASIX
$113.3M
$103.8M
$82.4M
$45.4M
$43.3M
$34.3M
$31.4M
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