Wealth Enhancement Advisory Services
CBL

Wealth Enhancement Advisory Services’s CBL Properties CBL Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CBL Stock Details CBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$563K Buy
10,741
+2,083
+24% +$96.4K ﹤0.01% 2577
2026
Q1 		$350K Sell
8,658
-355
-4% -$13.2K ﹤0.01% 2631
2025
Q4 		$341K Sell
9,013
-3,731
-29% -$122K ﹤0.01% 2808
2025
Q3 		$372K Buy
12,744
+3,678
+41% +$107K ﹤0.01% 2605
2025
Q2 		$238K Buy
+9,066
New +$223K ﹤0.01% 2846

Other funds holding CBL

CCA
Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $212M AUM 100.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its CBL Properties (CBL) stake by 24% in Q2 2026, buying an estimated $96.4K and bringing the position to 10,741 shares worth $563K. The position accounts for ﹤0.01% of the portfolio, ranked #2577.

Wealth Enhancement Advisory Services first reported a position in CBL in Q2 2025 and has held it in 5 quarters since. 227 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 10,741 shares of CBL Properties worth $563K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,083 CBL Properties shares in Q2 2026, an estimated $96.4K.
  • CBL Properties made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2577 holding.
  • Wealth Enhancement Advisory Services first reported a position in CBL Properties in Q2 2025 and has held it in 5 quarters since.
  • 227 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

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