Position in BWEN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$0
+$0 QoQ
Shares Held
0
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Derivatives in BWEN
reported options exposure · as of Mar 31, 2026CallValue
$52,000
CallShares
25,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Cetera Investment Advisers holds $528,803,692 across 47 Specialty Industrial Machinery names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
151,989 | $132,671,198 | |
| 2 | ETN |
Eaton Corp plc
|
243,977 | $87,263,253 | |
| 3 | PH |
Parker-Hannifin Corp
|
74,801 | $66,964,847 | |
| 4 | CMI |
Cummins Inc
|
86,328 | $46,446,190 | |
| 5 | EMR |
Emerson Electric Co
|
330,019 | $43,239,089 | |
| 6 | ITW |
Illinois Tool Works Inc
|
134,943 | $35,124,313 | |
| 7 | SMR |
NUSCALE POWER Corp
|
1,523,925 | $16,519,347 | |
| 8 | ROK |
Rockwell Automation, Inc
|
40,208 | $14,429,847 |
All Filings in BWEN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,000 | 25,000 | Call | Sole | 2026-05-13 | |
| 2025-12-31 | $28,300 | 10,000 | Call | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||