Wealth Enhancement Advisory Services
FBRT

Wealth Enhancement Advisory Services’s Franklin BSP Realty Trust FBRT Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FBRT Stock Details FBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$109K Buy
13,492
+2,209
+20% +$19.2K ﹤0.01% 3775
2026
Q1 		$95.3K Sell
11,283
-5,078
-31% -$48.3K ﹤0.01% 3328
2025
Q4 		$163K Buy
16,361
+3,988
+32% +$41.6K ﹤0.01% 3330
2025
Q3 		$132K Buy
+12,373
New +$136K ﹤0.01% 3266
2024
Q2 		– Sell
-12,105
Closed -$162K – 2645
2024
Q1 		$162K Buy
12,105
+1,508
+14% +$19.7K ﹤0.01% 2236
2023
Q4 		$143K Sell
10,597
-840
-7% -$11.1K ﹤0.01% 2136
2023
Q3 		$151K Buy
+11,437
New +$159K ﹤0.01% 2046

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YIH
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MFG
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MGI
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PCM
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CPBTD
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SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return