Wealth Enhancement Advisory Services
CORP icon

Wealth Enhancement Advisory Services’s PIMCO Investment Grade Corporate Bond 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
Q3 		$18.5M Buy
201,009
+198,789
+8,954% +$18.8M 0.03% 497
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's CORP Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its PIMCO Investment Grade Corporate Bond Exchange-Traded Fund (CORP) stake by 8,954% in Q3 2026, buying an estimated $18.8M and bringing the position to 201,009 shares worth $18.5M. The position accounts for 0.03% of the portfolio, ranked #497.

Wealth Enhancement Advisory Services first reported a position in CORP in Q3 2019 and has held it in 15 quarters since. 154 funds tracked by Wall St. Rank hold CORP as of Q3 2026.

  • Wealth Enhancement Advisory Services held 201,009 shares of PIMCO Investment Grade Corporate Bond Exchange-Traded Fund worth $18.5M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 198,789 PIMCO Investment Grade Corporate Bond Exchange-Traded Fund shares in Q3 2026, an estimated $18.8M.
  • PIMCO Investment Grade Corporate Bond Exchange-Traded Fund made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #497 holding.
  • Wealth Enhancement Advisory Services first reported a position in PIMCO Investment Grade Corporate Bond Exchange-Traded Fund in Q3 2019 and has held it in 15 quarters since.
  • 154 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Exchange-Traded Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.