Wealth Enhancement Advisory Services’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FLTB Stock Details FLTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.18M	Buy	23,660 +860	+4%	+$43.2K	﹤0.01%	1952
2026 Q1	$1.15M	Buy	22,800 +4,796	+27%	+$243K	﹤0.01%	1708
2025 Q4	$913K	Sell	18,004 -6,374	-26%	-$324K	﹤0.01%	2021
2025 Q3	$1.24M	Sell	24,378 -3,431	-12%	-$173K	﹤0.01%	1732
2025 Q2	$1.4M	Sell	27,809 -2,130	-7%	-$107K	﹤0.01%	1547
2025 Q1	$1.5M	Sell	29,939 -10,095	-25%	-$504K	﹤0.01%	1389
2024 Q4	$1.99M	Buy	40,034 +32,409	+425%	+$1.62M	﹤0.01%	1200
2024 Q3	$384K	Buy	+7,625	New	+$381K	﹤0.01%	2011

Other funds holding FLTB

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MWA

Merkkuri Wealth Advisors Hicksville, New York $161M AUM 19.9% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

GWM

GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

Wealth Enhancement Advisory Services's FLTB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Fidelity Limited Term Bond ETF (FLTB) stake by 3.8% in Q2 2026, buying an estimated $43.2K and bringing the position to 23,660 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1952.

Wealth Enhancement Advisory Services first reported a position in FLTB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.99M in Q4 2024. 34 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

Wealth Enhancement Advisory Services held 23,660 shares of Fidelity Limited Term Bond ETF worth $1.18M as of Q2 2026.
Wealth Enhancement Advisory Services bought 860 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $43.2K.
Fidelity Limited Term Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1952 holding.
Wealth Enhancement Advisory Services first reported a position in Fidelity Limited Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's Fidelity Limited Term Bond ETF position peaked at $1.99M in Q4 2024.
34 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.