Wealth Enhancement Advisory Services
FSP icon

Wealth Enhancement Advisory Services’s Franklin Street Properties FSP Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FSP Stock Details FSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.19K Sell
12,777
-21,646
-63% -$9.32K ﹤0.01% 4216
2026
Q2 		$17.6K Buy
34,423
+24,113
+234% +$14.3K ﹤0.01% 4049
2026
Q1 		$7.2K Buy
+10,310
New +$7.98K ﹤0.01% 3565

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BI Asset Management Fondsmaeglerselskab
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Secure Asset Management
Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Franklin Street Properties (FSP) stake by 63% in Q3 2026, selling an estimated $9.32K and leaving 12,777 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #4216.

Wealth Enhancement Advisory Services first reported a position in FSP in Q1 2026 and has held it in 3 quarters since. The position peaked at $17.6K in Q2 2026. 14 funds tracked by Wall St. Rank hold FSP as of Q3 2026.

  • Wealth Enhancement Advisory Services held 12,777 shares of Franklin Street Properties worth $4.19K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 21,646 Franklin Street Properties shares in Q3 2026, an estimated $9.32K.
  • Franklin Street Properties made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #4216 holding.
  • Wealth Enhancement Advisory Services first reported a position in Franklin Street Properties in Q1 2026 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's Franklin Street Properties position peaked at $17.6K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Franklin Street Properties as of Q3 2026.

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