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PENSION & WEALTH MANAGEMENT ADVISORS, INC. → BZH
PENSION & WEALTH MANAGEMENT ADVISORS, INC. BZH Position History
Beazer Homes USA Inc
Quarters held
3
Latest value
$70K
Q3 2026
Peak value
$70K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $295 |
| Q4 2025 | $243 |
| Q3 2026 | $70K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $70K | 2.1K | — | — |
| Q4 2025 | $243 | 12 | — | — |
| Q3 2025 | $295 | 12 | — | — |
Other funds holding BZH
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