Back to BMI

Annex Advisory Services, LLC → BMI

Annex Advisory Services, LLC BMI Position History

Badger Meter, Inc. • Industrials

Quarters held
4
Latest value
$5.2M
Q3 2026
Peak value
$5.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.2M
Q1 2026$1.9M
Q2 2026$2M
Q3 2026$5.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.2M42.5K——
Q2 2026$2M13.3K——
Q1 2026$1.9M12.7K——
Q4 2025$2.2M12.8K——

Other funds holding BMI

Other Annex Advisory Services, LLC positions

GS-PD

GOLDMAN SACHS ETF TR

$295M
GS-PD

GOLDMAN SACHS ETF TR

$282.7M
ETHA

ISHARES TR

$242.2M
GS-PD

GOLDMAN SACHS ETF TR

$240.5M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$224.3M
ETHA

ISHARES TR

$214.8M
CRDO

DIMENSIONAL ETF TRUST

$190.1M
AAPL

APPLE INC

$181.6M