Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FLRN Stock Details FLRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.22M Buy
104,486
+580
+0.6% +$17.9K 0.01% 1270
2026
Q1 		$3.19M Sell
103,906
-59,561
-36% -$1.83M 0.01% 1141
2025
Q4 		$5.03M Buy
163,467
+13,047
+9% +$402K 0.01% 1018
2025
Q3 		$4.63M Buy
150,420
+12,530
+9% +$386K 0.01% 990
2025
Q2 		$4.24M Sell
137,890
-53,917
-28% -$1.65M 0.01% 970
2025
Q1 		$5.91M Buy
191,807
+73,080
+62% +$2.25M 0.01% 767
2024
Q4 		$3.65M Buy
+118,727
New +$3.65M 0.01% 917

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CFMC
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MWA
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MAM
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WH
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RA
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FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return