PENSION & WEALTH MANAGEMENT ADVISORS, INC. EXAS β€” EXACT SCIENCES CORP COM

Ownership history in PENSION & WEALTH MANAGEMENT ADVISORS, INC.  Β·  1 quarter on record

AI Ownership Summary

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported EXACT SCIENCES CORP COM (EXAS) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. The latest visible filing shows EXAS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EXAS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s position in EXACT SCIENCES CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

EXAS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PENSION & WEALTH MANAGEMENT ADVISORS, INC. held EXAS β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 1 β€” β€” 0.00% $50 2026-08-07 β€”

🏒 Other funds also holding EXAS

As of 2026 Q2 β€” sorted by position size

Wealth Enhancement Trust Services, Inc. 0.06% BROADWATER CAPITAL MANAGEMENT LLC 0.0%

FAQ About PENSION & WEALTH MANAGEMENT ADVISORS, INC. and EXAS

These are the practical questions this page is built to answer before you even open the full history table.

How long has PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported owning EXAS?

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported EXAS across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported EXAS position in PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for EXAS was 0.00% in 2026 Q2.

What is the latest reported EXAS position on this page?

The most recent filing on this page is 2026 Q2, when PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported 1 shares, equal to 0.00% of portfolio, with an estimated market value of $50.

What does the chart on this EXAS ownership page compare?

The chart compares PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s quarterly EXAS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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