Morey & Quinn Wealth Partners’s Weitz Core Plus Bond ETF WCPB Stock Holding History

Morey & Quinn Wealth Partners’s Portfolio WCPB Stock Details WCPB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$421K	Buy	+16,619	New	+$421K	0.27%	91

Other funds holding WCPB

New Perspectives Inc Ridgeland, Mississippi $326M AUM 18.81% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $655M AUM

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Rainier Family Wealth Tacoma, Washington $176M AUM 26.86% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Trademark Financial Management Bloomington, Minnesota $244M AUM 22.47% 1-Year Est. Return

Morey & Quinn Wealth Partners's WCPB Position: Q2 2026 in Review

Morey & Quinn Wealth Partners opened a new position in Weitz Core Plus Bond ETF (WCPB) in Q2 2026: 16,619 shares worth $421K. The stake represents 0.27% of the portfolio and ranks #91 among its holdings.

14 funds tracked by Wall St. Rank hold WCPB as of Q2 2026.

Morey & Quinn Wealth Partners held 16,619 shares of Weitz Core Plus Bond ETF worth $421K as of Q2 2026.
Weitz Core Plus Bond ETF was a new Morey & Quinn Wealth Partners position in Q2 2026.
Weitz Core Plus Bond ETF made up 0.27% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #91 holding.
14 funds tracked by Wall St. Rank held Weitz Core Plus Bond ETF as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.