IFS Advisors’s Westwood Salient Enhanced Energy Income ETF WEEI Stock Holding History

IFS Advisors’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 Q1	$2.46K	Buy	+100	New	+$2.32K	﹤0.01%	175

Other funds holding WEEI

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

FFA

Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return

IFS Advisors's WEEI Position: Q1 2026 in Review

IFS Advisors opened a new position in Westwood Salient Enhanced Energy Income ETF (WEEI) in Q1 2026: 100 shares worth $2.46K. The stake represents ﹤0.01% of the portfolio and ranks #175 among its holdings.

14 funds tracked by Wall St. Rank hold WEEI as of Q1 2026.

IFS Advisors held 100 shares of Westwood Salient Enhanced Energy Income ETF worth $2.46K as of Q1 2026.
Westwood Salient Enhanced Energy Income ETF was a new IFS Advisors position in Q1 2026.
Westwood Salient Enhanced Energy Income ETF made up ﹤0.01% of IFS Advisors's portfolio in Q1 2026, its #175 holding.
14 funds tracked by Wall St. Rank held Westwood Salient Enhanced Energy Income ETF as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.