FWM
WEEI

Foguth Wealth Management’s Westwood Salient Enhanced Energy Income ETF WEEI Stock Holding History

Foguth Wealth Management’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
Q2 		– Sell
-12,323
Closed -$287K – 225
2026
Q1 		$287K Buy
+12,323
New +$286K 0.03% 169

Other funds holding WEEI

WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return

Foguth Wealth Management's WEEI Position: Q2 2026 in Review

Foguth Wealth Management sold out of Westwood Salient Enhanced Energy Income ETF (WEEI) in Q2 2026, closing a stake of 12,323 shares — an estimated $287K sold.

Foguth Wealth Management first reported a position in WEEI in Q1 2026 and held it in 1 quarter. The position peaked at $287K in Q1 2026. 16 funds tracked by Wall St. Rank hold WEEI as of Q2 2026.

  • Foguth Wealth Management reported no remaining Westwood Salient Enhanced Energy Income ETF position as of Q2 2026 after selling out during the quarter.
  • Foguth Wealth Management sold 12,323 Westwood Salient Enhanced Energy Income ETF shares in Q2 2026, an estimated $287K.
  • Foguth Wealth Management first reported a position in Westwood Salient Enhanced Energy Income ETF in Q1 2026 and held it in 1 quarter.
  • Foguth Wealth Management's Westwood Salient Enhanced Energy Income ETF position peaked at $287K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Westwood Salient Enhanced Energy Income ETF as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.