Wealth Enhancement Advisory Services
FALN icon

Wealth Enhancement Advisory Services’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FALN Stock Details FALN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.96M Sell
259,997
-84,733
-25% -$2.31M 0.02% 737
2025
Q4 		$9.46M Buy
344,730
+310,481
+907% +$8.52M 0.01% 714
2025
Q3 		$947K Sell
34,249
-845
-2% -$23K ﹤0.01% 1905
2025
Q2 		$950K Sell
35,094
-6,933
-16% -$183K ﹤0.01% 1783
2025
Q1 		$1.13M Buy
42,027
+552
+1% +$14.9K ﹤0.01% 1546
2024
Q4 		$1.11M Buy
41,475
+5,980
+17% +$162K ﹤0.01% 1480
2024
Q3 		$970K Buy
35,495
+1,106
+3% +$29.7K ﹤0.01% 1417
2024
Q2 		$901K Buy
34,389
+6,201
+22% +$164K ﹤0.01% 1329
2024
Q1 		$757K Sell
28,188
-903
-3% -$24K ﹤0.01% 1357
2023
Q4 		$768K Sell
29,091
-9,262
-24% -$234K ﹤0.01% 1270
2023
Q3 		$951K Buy
+38,353
New +$967K ﹤0.01% 1122

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MERSOM
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Morgan Stanley
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AAS
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LPL Financial
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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return