Wealth Enhancement Trust Services, Inc.
Wealth Enhancement Trust Services, Inc. reported 1,529 positions worth $900.1M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: TWO RDS SHARED TR (6.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | 90214Q766 | SH | $56.0M | 6.22% | 5,950,686 | — | — | |
| ▸ 2 | SPHQ | SH | $38.1M | 4.23% | 422,624 | — | — | |
| ▸ 3 | AAPL | SH | $30.9M | 3.43% | 106,634 | — | — | |
| ▸ 4 | NVDA | SH | $25.8M | 2.87% | 129,063 | — | — | |
| ▸ 5 | RLY | SH | $23.0M | 2.55% | 665,308 | — | — | |
| ▸ 6 | GOOGL | SH | $22.4M | 2.49% | 62,811 | — | — | |
| ▸ 7 | MSFT | SH | $21.3M | 2.37% | 57,131 | — | — | |
| ▸ 8 | SPY | SH | $20.5M | 2.28% | 27,480 | — | — | |
| ▸ 9 | IVV | SH | $18.9M | 2.10% | 25,185 | — | — | |
| ▸ 10 | DXJ | SH | $16.8M | 1.87% | 97,030 | — | — |
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Frequently Asked Questions
What stocks does Wealth Enhancement Trust Services, Inc. hold as of Q2 2026?
Wealth Enhancement Trust Services, Inc. reported 1529 positions worth $900.1M in its Q2 2026 13F filing. Largest positions: TWO RDS SHARED TR (6.2%), SPHQ (4.2%), AAPL (3.4%), NVDA (2.9%) and RLY (2.6%).
What did Wealth Enhancement Trust Services, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Wealth Enhancement Trust Services, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.