FFA
WEEI

Founders Financial Alliance’s Westwood Salient Enhanced Energy Income ETF WEEI Stock Holding History

Founders Financial Alliance’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 		$154K Hold
6,944
– – 0.02% 463
2026
Q1 		$171K Hold
6,944
– – 0.03% 404
2025
Q4 		$149K Buy
+6,944
New +$147K 0.03% 369

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Founders Financial Alliance's WEEI Position: Q2 2026 in Review

Founders Financial Alliance held its Westwood Salient Enhanced Energy Income ETF (WEEI) position steady in Q2 2026 at 6,944 shares worth $154K. The position accounts for 0.02% of the portfolio, ranked #463.

Founders Financial Alliance first reported a position in WEEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $171K in Q1 2026. 16 funds tracked by Wall St. Rank hold WEEI as of Q2 2026.

  • Founders Financial Alliance held 6,944 shares of Westwood Salient Enhanced Energy Income ETF worth $154K as of Q2 2026.
  • Founders Financial Alliance left its Westwood Salient Enhanced Energy Income ETF share count unchanged in Q2 2026.
  • Westwood Salient Enhanced Energy Income ETF made up 0.02% of Founders Financial Alliance's portfolio in Q2 2026, its #463 holding.
  • Founders Financial Alliance first reported a position in Westwood Salient Enhanced Energy Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Founders Financial Alliance's Westwood Salient Enhanced Energy Income ETF position peaked at $171K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Westwood Salient Enhanced Energy Income ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.