Wealth Enhancement Advisory Services
CMTG icon

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

FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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. 8 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.
  • 8 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.