Wealth Enhancement Advisory Services
FEBZ icon

Wealth Enhancement Advisory Services’s TrueShares Structured Outcome February ETF FEBZ Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FEBZ Stock Details FEBZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,449
Closed -$438K – 3006
2024
Q3 		$438K Sell
12,449
-6,113
-33% -$208K ﹤0.01% 1908
2024
Q2 		$626K Sell
18,562
-50,899
-73% -$1.66M ﹤0.01% 1502
2024
Q1 		$2.27M Buy
+69,461
New +$2.19M 0.01% 899

Other funds holding FEBZ

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Wealth Enhancement Advisory Services's FEBZ Position: Q4 2024 in Review

Wealth Enhancement Advisory Services sold out of TrueShares Structured Outcome February ETF (FEBZ) in Q4 2024, closing a stake of 12,449 shares — an estimated $438K sold.

Wealth Enhancement Advisory Services first reported a position in FEBZ in Q1 2024 and held it in 3 quarters. The position peaked at $2.27M in Q1 2024. 10 funds tracked by Wall St. Rank hold FEBZ as of Q4 2024.

  • Wealth Enhancement Advisory Services reported no remaining TrueShares Structured Outcome February ETF position as of Q4 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 12,449 TrueShares Structured Outcome February ETF shares in Q4 2024, an estimated $438K.
  • Wealth Enhancement Advisory Services first reported a position in TrueShares Structured Outcome February ETF in Q1 2024 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's TrueShares Structured Outcome February ETF position peaked at $2.27M in Q1 2024.
  • 10 funds tracked by Wall St. Rank held TrueShares Structured Outcome February ETF as of Q4 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.