Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12.2M Sell
259,727
-1,657,854
-86% -$78.1M 0.02% 569
2025
Q1
$90.5M Buy
1,917,581
+116,400
+6% +$5.5M 0.17% 113
2024
Q4
$84M Buy
1,801,181
+1,677,459
+1,356% +$78.2M 0.16% 126
2024
Q3
$5.88M Sell
123,722
-553,366
-82% -$26.3M 0.01% 678
2024
Q2
$31.4M Buy
+677,088
New +$31.4M 0.07% 254
2024
Q1
Sell
-569,048
Closed -$26.5M 2419
2023
Q4
$26.5M Buy
569,048
+22,791
+4% +$1.06M 0.08% 244
2023
Q3
$24.8M Buy
+546,257
New +$24.8M 0.08% 238