Wealth Enhancement Advisory Services’s iShares Infrastructure Active ETF BILT Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BILT Stock Details BILT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.96M	Sell	103,886 -4,782	-4%	-$138K	0.01%	1330
2026 Q1	$3.15M	Sell	108,668 -36,806	-25%	-$1.03M	0.01%	1147
2025 Q4	$3.78M	Sell	145,474 -39,094	-21%	-$1.02M	0.01%	1166
2025 Q3	$4.83M	Buy	+184,568	New	+$4.71M	0.01%	967

Other funds holding BILT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Wealth Enhancement Advisory Services's BILT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares Infrastructure Active ETF (BILT) stake by 4.4% in Q2 2026, selling an estimated $138K and leaving 103,886 shares worth $2.96M. The position accounts for 0.01% of the portfolio, ranked #1330.

Wealth Enhancement Advisory Services first reported a position in BILT in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.83M in Q3 2025. 40 funds tracked by Wall St. Rank hold BILT as of Q2 2026.

Wealth Enhancement Advisory Services held 103,886 shares of iShares Infrastructure Active ETF worth $2.96M as of Q2 2026.
Wealth Enhancement Advisory Services sold 4,782 iShares Infrastructure Active ETF shares in Q2 2026, an estimated $138K.
iShares Infrastructure Active ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1330 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Infrastructure Active ETF in Q3 2025 and has held it in 4 quarters since.
Wealth Enhancement Advisory Services's iShares Infrastructure Active ETF position peaked at $4.83M in Q3 2025.
40 funds tracked by Wall St. Rank held iShares Infrastructure Active ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.