Wealth Enhancement Advisory Services
HTLD icon

Wealth Enhancement Advisory Services’s Heartland Express HTLD Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio HTLD Stock Details HTLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$213K Buy
14,368
+1,781
+14% +$24.1K ﹤0.01% 3532
2026
Q1 		$134K Buy
12,587
+1,993
+19% +$21K ﹤0.01% 3247
2025
Q4 		$110K Buy
10,594
+52
+0.5% +$433 ﹤0.01% 3411
2025
Q3 		$88.7K Buy
+10,542
New +$89.2K ﹤0.01% 3352

Other funds holding HTLD

NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Heartland Express (HTLD) stake by 14% in Q2 2026, buying an estimated $24.1K and bringing the position to 14,368 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #3532.

Wealth Enhancement Advisory Services first reported a position in HTLD in Q3 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold HTLD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 14,368 shares of Heartland Express worth $213K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,781 Heartland Express shares in Q2 2026, an estimated $24.1K.
  • Heartland Express made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3532 holding.
  • Wealth Enhancement Advisory Services first reported a position in Heartland Express in Q3 2025 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held Heartland Express as of Q2 2026.

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