Wealth Enhancement Advisory Services
ENDW icon

Wealth Enhancement Advisory Services’s Cambria Endowment Style ETF ENDW Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ENDW Stock Details ENDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$63.4M Buy
1,847,291
+20,161
+1% +$698K 0.09% 196
2026
Q2 		$62M Buy
1,827,130
+13,844
+0.8% +$464K 0.1% 177
2026
Q1 		$58M Sell
1,813,286
-685,864
-27% -$22.1M 0.12% 158
2025
Q4 		$79M Sell
2,499,150
-16,271
-0.6% -$500K 0.11% 185
2025
Q3 		$76.1M Sell
2,515,421
-32,408
-1% -$947K 0.12% 169
2025
Q2 		$72M Buy
+2,547,829
New +$67.3M 0.12% 168

Other funds holding ENDW

Private Wealth Asset Management
Private Wealth Asset Management Cedar Rapids, Iowa $1.83B AUM 19.91% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Apeiron RIA
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
Kesler Norman & Wride
Kesler Norman & Wride Ogden, Utah $643M AUM 27% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital Advisors Ltd
Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Cambria Endowment Style ETF (ENDW) stake by 1.1% in Q3 2026, buying an estimated $698K and bringing the position to 1,847,291 shares worth $63.4M. The position accounts for 0.09% of the portfolio, ranked #196.

Wealth Enhancement Advisory Services first reported a position in ENDW in Q2 2025 and has held it in 6 quarters since. The position peaked at $79M in Q4 2025. 12 funds tracked by Wall St. Rank hold ENDW as of Q3 2026.

  • Wealth Enhancement Advisory Services held 1,847,291 shares of Cambria Endowment Style ETF worth $63.4M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 20,161 Cambria Endowment Style ETF shares in Q3 2026, an estimated $698K.
  • Cambria Endowment Style ETF made up 0.09% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #196 holding.
  • Wealth Enhancement Advisory Services first reported a position in Cambria Endowment Style ETF in Q2 2025 and has held it in 6 quarters since.
  • Wealth Enhancement Advisory Services's Cambria Endowment Style ETF position peaked at $79M in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Cambria Endowment Style ETF as of Q3 2026.

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