Wealth Enhancement Advisory Services’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$213K	Sell	2,220 -21	-0.9%	-$2.03K	﹤0.01%	3533
2026 Q1	$217K	Buy	+2,241	New	+$219K	﹤0.01%	3077
2022 Q3	–	Sell	-3,063	Closed	-$295K	–	331
2022 Q2	$295K	Sell	3,063 -46	-1%	-$4.53K	﹤0.01%	303
2022 Q1	$324K	Sell	3,109 -2,505	-45%	-$269K	﹤0.01%	284
2021 Q4	$613K	Buy	5,614 +238	+4%	+$27K	0.01%	243
2021 Q3	$610K	Buy	5,376 +16	+0.3%	+$1.84K	0.01%	239
2021 Q2	$617K	Buy	5,360 +23	+0.4%	+$2.59K	0.01%	225
2021 Q1	$598K	Buy	5,337 +13	+0.2%	+$1.48K	0.01%	220
2020 Q4	$617K	Sell	5,324 -195	-4%	-$22.6K	0.01%	189
2020 Q3	$637K	Buy	5,519 +18	+0.3%	+$2.08K	0.02%	186
2020 Q2	$642K	Buy	5,501 +21	+0.4%	+$2.33K	0.02%	183
2020 Q1	$603K	Sell	5,480 -10,065	-65%	-$1.1M	0.02%	180
2019 Q4	$1.71M	Buy	15,545 +323	+2%	+$35.4K	0.06%	126
2019 Q3	$1.66M	Buy	+15,222	New	+$1.65M	0.07%	116

Other funds holding CORP

RIP

RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TNA

True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 0.94% in Q2 2026, selling an estimated $2.03K and leaving 2,220 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #3533.

Wealth Enhancement Advisory Services first reported a position in CORP in Q3 2019 and has held it in 14 quarters since. The position peaked at $1.71M in Q4 2019. 68 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

Wealth Enhancement Advisory Services held 2,220 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $213K as of Q2 2026.
Wealth Enhancement Advisory Services sold 21 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $2.03K.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3533 holding.
Wealth Enhancement Advisory Services first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2019 and has held it in 14 quarters since.
Wealth Enhancement Advisory Services's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $1.71M in Q4 2019.
68 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

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