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PENSION & WEALTH MANAGEMENT ADVISORS, INC. → RPC
PENSION & WEALTH MANAGEMENT ADVISORS, INC. RPC Position History
Ridgepost Capital, Inc • Financial Services
Quarters held
16
Latest value
$451K
Q3 2026
Peak value
$548K
First seen
Q4 2022
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2022 | $350K |
| Q1 2023 | $350K |
| Q2 2023 | $380K |
| Q3 2023 | $408K |
| Q4 2023 | $453K |
| Q1 2024 | $482K |
| Q2 2024 | $548K |
| Q3 2024 | $484K |
| Q4 2024 | $470K |
| Q1 2025 | $304K |
| Q2 2025 | $536K |
| Q3 2025 | $353K |
| Q4 2025 | $505K |
| Q1 2026 | $415K |
| Q2 2026 | $477K |
| Q3 2026 | $451K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $451K | 60.8K | — | — |
| Q2 2026 | $477K | 60.6K | — | — |
| Q1 2026 | $415K | 57.2K | — | — |
| Q4 2025 | $505K | 51.5K | — | — |
| Q3 2025 | $353K | 32.4K | — | — |
| Q2 2025 | $536K | 52.4K | — | — |
| Q1 2025 | $304K | 25.9K | — | — |
| Q4 2024 | $470K | 37.3K | — | — |
| Q3 2024 | $484K | 45.2K | — | — |
| Q2 2024 | $548K | 64.6K | — | — |
| Q1 2024 | $482K | 57.2K | — | — |
| Q4 2023 | $453K | 44.4K | — | — |
| Q3 2023 | $408K | 35.0K | — | — |
| Q2 2023 | $380K | 35.3K | — | — |
| Q1 2023 | $350K | 34.6K | — | — |
| Q4 2022 | $350K | 32.8K | — | — |
Other funds holding RPC
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