PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in BGC — BGC Group, Inc.

CIK 2145782 WALTHAM, MA

Position in BGC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$16,035

+$1,365 QoQ

Shares Held

1,500

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#288

of 365 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $991,715 across 8 Capital Markets names. BGC ranks #6 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	3,824	$332,840
2	GLXY	Galaxy Digital Inc.	8,643	$236,299
3	MS	Morgan Stanley	825	$172,458
4	SCHW	Schwab Charles Corp	1,192	$109,985
5	GS	Goldman Sachs Group Inc	108	$109,227
6	BGC	BGC Group, Inc. This page	1,500	$16,035
7	HOOD	Robinhood Markets, Inc.	99	$9,927
8	FIGR	Figure Technology Solutions, Inc.	161	$4,944

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,035	1,500	0.0%	Shares	Sole	2026-08-07
2026-03-31	$14,670	1,500	0.0%	Shares	Sole	2026-08-07
2025-12-31	$13,395	1,500	0.0%	Shares	Sole	2026-08-07
2025-09-30	$14,190	1,500	0.0%	Shares	Sole	2026-08-07
2025-06-30	$15,345	1,500	0.0%	Shares	Sole	2026-08-07
2025-03-31	$13,755	1,500	0.0%	Shares	Sole	2026-08-07
2024-12-31	$13,590	1,500	0.0%	Shares	Sole	2026-08-07
2024-09-30	$13,770	1,500	0.0%	Shares	Sole	2026-08-07
2024-06-30	$12,450	1,500	0.0%	Shares	Sole	2026-08-07
2024-03-31	$11,655	1,500	0.0%	Shares	Sole	2026-08-07
2023-12-31	$10,830	1,500	0.0%	Shares	Sole	2026-08-07
2023-09-30	$7,920	1,500	0.0%	Shares	Sole	2026-08-07
2023-06-30	$6,645	1,500	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.