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

AIS

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FFA

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

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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. 18 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.
18 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.