Wealth Enhancement Advisory Services
CSR

Wealth Enhancement Advisory Services’s Centerspace CSR Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CSR Stock Details CSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,314
Closed -$220K – 3643
2025
Q4 		$220K Buy
+3,314
New +$208K ﹤0.01% 3200

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State Street
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Wellington Management Group
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VC
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealth Enhancement Advisory Services's CSR Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Centerspace (CSR) in Q1 2026, closing a stake of 3,314 shares — an estimated $220K sold.

Wealth Enhancement Advisory Services first reported a position in CSR in Q4 2025 and held it in 1 quarter. The position peaked at $220K in Q4 2025. 226 funds tracked by Wall St. Rank hold CSR as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Centerspace position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 3,314 Centerspace shares in Q1 2026, an estimated $220K.
  • Wealth Enhancement Advisory Services first reported a position in Centerspace in Q4 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Centerspace position peaked at $220K in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Centerspace as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.