Wealth Enhancement Advisory Services’s Empire State Realty Series ES ESBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-10,892	Closed	-$87.6K	–	3626
2025 Q2	$87.6K	Sell	10,892 -6,300	-37%	-$47.4K	﹤0.01%	3156
2025 Q1	$133K	Sell	17,192 -500	-3%	-$4.45K	﹤0.01%	2708
2024 Q4	$180K	Buy	+17,692	New	+$189K	﹤0.01%	2713

Other funds holding ESBA

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealth Enhancement Advisory Services's ESBA Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of Empire State Realty Series ES (ESBA) in Q3 2025, closing a stake of 10,892 shares — an estimated $87.6K sold.

Wealth Enhancement Advisory Services first reported a position in ESBA in Q4 2024 and held it in 3 quarters. The position peaked at $180K in Q4 2024. 43 funds tracked by Wall St. Rank hold ESBA as of Q3 2025.

Wealth Enhancement Advisory Services reported no remaining Empire State Realty Series ES position as of Q3 2025 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 10,892 Empire State Realty Series ES shares in Q3 2025, an estimated $87.6K.
Wealth Enhancement Advisory Services first reported a position in Empire State Realty Series ES in Q4 2024 and held it in 3 quarters.
Wealth Enhancement Advisory Services's Empire State Realty Series ES position peaked at $180K in Q4 2024.
43 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.