Wealth Enhancement Advisory Services
FREL icon

Wealth Enhancement Advisory Services’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FREL Stock Details FREL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$357K Buy
13,162
+883
+7% +$26K ﹤0.01% 3170
2026
Q2 		$363K Buy
12,279
+1,200
+11% +$34.8K ﹤0.01% 3014
2026
Q1 		$303K Buy
11,079
+2,960
+36% +$82.4K ﹤0.01% 2767
2025
Q4 		$220K Buy
+8,119
New +$222K ﹤0.01% 3197
2024
Q2 		– Sell
-9,204
Closed -$240K – 2647
2024
Q1 		$240K Buy
+9,204
New +$237K ﹤0.01% 2069

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Black Diamond Financial
Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return
Citizens & Northern Corp
Citizens & Northern Corp Wellsboro, Pennsylvania $440M AUM 20.53% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
TrueFG
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Riverpoint Wealth Management Holdings
Riverpoint Wealth Management Holdings Chicago, Illinois $546M AUM 12.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Wealth Enhancement Advisory Services's FREL Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 7.2% in Q3 2026, buying an estimated $26K and bringing the position to 13,162 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #3170.

Wealth Enhancement Advisory Services first reported a position in FREL in Q1 2024 and has held it in 5 quarters since. The position peaked at $363K in Q2 2026. 157 funds tracked by Wall St. Rank hold FREL as of Q3 2026.

  • Wealth Enhancement Advisory Services held 13,162 shares of Fidelity MSCI Real Estate Index ETF worth $357K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 883 Fidelity MSCI Real Estate Index ETF shares in Q3 2026, an estimated $26K.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3170 holding.
  • Wealth Enhancement Advisory Services first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2024 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's Fidelity MSCI Real Estate Index ETF position peaked at $363K in Q2 2026.
  • 157 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.