Wealth Enhancement Advisory Services
FIXT

Wealth Enhancement Advisory Services’s TCW Core Plus Bond ETF FIXT Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FIXT Stock Details FIXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-420,566
Closed -$16M – 3724
2025
Q2 		$16M Buy
+420,566
New +$16M 0.03% 489

Other funds holding FIXT

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFG
Shum Financial Group Alameda, California $166M AUM 24.44% 1-Year Est. Return

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

Wealth Enhancement Advisory Services sold out of TCW Core Plus Bond ETF (FIXT) in Q3 2025, closing a stake of 420,566 shares — an estimated $16M sold.

Wealth Enhancement Advisory Services first reported a position in FIXT in Q2 2025 and held it in 1 quarter. The position peaked at $16M in Q2 2025. 29 funds tracked by Wall St. Rank hold FIXT as of Q3 2025.

  • Wealth Enhancement Advisory Services reported no remaining TCW Core Plus Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 420,566 TCW Core Plus Bond ETF shares in Q3 2025, an estimated $16M.
  • Wealth Enhancement Advisory Services first reported a position in TCW Core Plus Bond ETF in Q2 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's TCW Core Plus Bond ETF position peaked at $16M in Q2 2025.
  • 29 funds tracked by Wall St. Rank held TCW Core Plus Bond ETF as of Q3 2025.

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