Commonwealth Equity Services’s Westwood Salient Enhanced Energy Income ETF WEEI Stock Holding History

Commonwealth Equity Services’s Portfolio WEEI Stock Details WEEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$218K	Buy	+9,025	New	+$219K	﹤0.01%	4006

Other funds holding WEEI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return

City State Bank Norwalk, Iowa $441M AUM 23.97% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

Commonwealth Equity Services's WEEI Position: Q3 2026 in Review

Commonwealth Equity Services opened a new position in Westwood Salient Enhanced Energy Income ETF (WEEI) in Q3 2026: 9,025 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #4006 among its holdings.

9 funds tracked by Wall St. Rank hold WEEI as of Q3 2026.

Commonwealth Equity Services held 9,025 shares of Westwood Salient Enhanced Energy Income ETF worth $218K as of Q3 2026.
Westwood Salient Enhanced Energy Income ETF was a new Commonwealth Equity Services position in Q3 2026.
Westwood Salient Enhanced Energy Income ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #4006 holding.
9 funds tracked by Wall St. Rank held Westwood Salient Enhanced Energy Income ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.