Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Claros Mortgage Trust CMTG Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CMTG Stock Details CMTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.1K Buy
16,634
+4,478
+37% +$11K ﹤0.01% 3962
2026
Q1 		$28.4K Buy
12,156
+534
+5% +$1.38K ﹤0.01% 3480
2025
Q4 		$33.7K Buy
11,622
+698
+6% +$2.28K ﹤0.01% 3549
2025
Q3 		$34.4K Buy
+10,924
New +$36.8K ﹤0.01% 3461

Other funds holding CMTG

HI
Hyundai Investments Yeongdeungopo-Gu, Seoul, South Korea $92.3M AUM 0.12% 1-Year Est. Return
KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WI
Wafra Inc New York $5.88M AUM 19.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LAII
LM Asset (IM) Inc Vancouver, British Columbia, Canada $161M AUM 77.63% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Claros Mortgage Trust (CMTG) stake by 37% in Q2 2026, buying an estimated $11K and bringing the position to 16,634 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3962.

Wealth Enhancement Advisory Services first reported a position in CMTG in Q3 2025 and has held it in 4 quarters since. 109 funds tracked by Wall St. Rank hold CMTG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 16,634 shares of Claros Mortgage Trust worth $37.1K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 4,478 Claros Mortgage Trust shares in Q2 2026, an estimated $11K.
  • Claros Mortgage Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3962 holding.
  • Wealth Enhancement Advisory Services first reported a position in Claros Mortgage Trust in Q3 2025 and has held it in 4 quarters since.
  • 109 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q2 2026.

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