PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in WMS — Advanced Drainage Systems, Inc.

CIK 2145782 WALTHAM, MA

Position in WMS

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

Position Value

$228,690

+$29,166 QoQ

Shares Held

1,457

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#409

of 543 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $421,461 across 4 Building Products & Equipment names. WMS ranks #1 (54.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMS	Advanced Drainage Systems, Inc. This page	1,457	$228,690
2	JCI	Johnson Controls International plc	1,136	$165,980
3	BLDR	Builders FirstSource, Inc.	261	$23,354
4	LII	Lennox International Inc	6	$3,437

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$228,690	1,457	+0.1%	Shares	Sole	2026-08-07
2026-03-31	$199,524	1,455	+45.4%	Shares	Sole	2026-08-07
2025-12-31	$144,974	1,001	+0.1%	Shares	Sole	2026-08-07
2025-09-30	$138,700	1,000	+0.1%	Shares	Sole	2026-08-07
2025-06-30	$114,745	999	-3.8%	Shares	Sole	2026-08-07
2025-03-31	$112,887	1,039	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.