Wealth Enhancement Advisory Services’s CubeSmart CUBE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.1M	Buy	244,283 +119,915	+96%	+$4.77M	0.02%	707
2026 Q1	$4.63M	Buy	124,368 +27,402	+28%	+$1.05M	0.01%	932
2025 Q4	$3.53M	Sell	96,966 -1,332	-1%	-$50.6K	﹤0.01%	1198
2025 Q3	$3.94M	Buy	98,298 +87,589	+818%	+$3.57M	0.01%	1074
2025 Q2	$464K	Sell	10,709 -2,485	-19%	-$103K	﹤0.01%	2284
2025 Q1	$564K	Sell	13,194 -4,322	-25%	-$181K	﹤0.01%	1974
2024 Q4	$751K	Sell	17,516 -44,940	-72%	-$2.15M	﹤0.01%	1713
2024 Q3	$3.36M	Buy	62,456 +54,112	+649%	+$2.69M	0.01%	852
2024 Q2	$377K	Sell	8,344 -823	-9%	-$35.5K	﹤0.01%	1825
2024 Q1	$415K	Buy	9,167 +1,188	+15%	+$52.7K	﹤0.01%	1705
2023 Q4	$370K	Buy	7,979 +786	+11%	+$30.9K	﹤0.01%	1690
2023 Q3	$274K	Buy	+7,193	New	+$304K	﹤0.01%	1795

Other funds holding CUBE

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its CubeSmart (CUBE) stake by 96% in Q2 2026, buying an estimated $4.77M and bringing the position to 244,283 shares worth $9.1M. The position accounts for 0.02% of the portfolio, ranked #707.

Wealth Enhancement Advisory Services first reported a position in CUBE in Q3 2023 and has held it in 12 quarters since. 59 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Wealth Enhancement Advisory Services held 244,283 shares of CubeSmart worth $9.1M as of Q2 2026.
Wealth Enhancement Advisory Services bought 119,915 CubeSmart shares in Q2 2026, an estimated $4.77M.
CubeSmart made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #707 holding.
Wealth Enhancement Advisory Services first reported a position in CubeSmart in Q3 2023 and has held it in 12 quarters since.
59 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

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