Wealth Enhancement Advisory Services
GAL icon

Wealth Enhancement Advisory Services’s State Street Global Allocation ETF GAL Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio GAL Stock Details GAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,501
Closed -$201K – 315
2021
Q4 		$201K Buy
4,501
+82
+2% +$3.83K ﹤0.01% 291
2021
Q3 		$208K Buy
+4,419
New +$205K ﹤0.01% 283

Other funds holding GAL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealth Enhancement Advisory Services's GAL Position: Q1 2022 in Review

Wealth Enhancement Advisory Services sold out of State Street Global Allocation ETF (GAL) in Q1 2022, closing a stake of 4,501 shares — an estimated $201K sold.

Wealth Enhancement Advisory Services first reported a position in GAL in Q3 2021 and held it in 2 quarters. The position peaked at $208K in Q3 2021. 40 funds tracked by Wall St. Rank hold GAL as of Q1 2022.

  • Wealth Enhancement Advisory Services reported no remaining State Street Global Allocation ETF position as of Q1 2022 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 4,501 State Street Global Allocation ETF shares in Q1 2022, an estimated $201K.
  • Wealth Enhancement Advisory Services first reported a position in State Street Global Allocation ETF in Q3 2021 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's State Street Global Allocation ETF position peaked at $208K in Q3 2021.
  • 40 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2022.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2022, filed 18 Apr 2022.