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PENSION & WEALTH MANAGEMENT ADVISORS, INC. → TEX
PENSION & WEALTH MANAGEMENT ADVISORS, INC. TEX Position History
Terex Corporation • Industrials
Quarters held
1
Latest value
$3K
Q3 2026
Peak value
$3K
First seen
Q3 2026
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3K | 56 | — | — |
Other funds holding TEX
$338.8M
$319.3M
$316.7M
$316.7M
$310.7M
$310.7M
$303.9M
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