Wealth Enhancement Advisory Services’s SEI High Yield Bond & Alternative Credit ETF LEND Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio LEND Stock Details LEND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.51M	Buy	228,544 +9,136	+4%	+$227K	0.01%	1032
2026 Q2	$5.48M	Buy	+219,408	New	+$5.51M	0.01%	955

Other funds holding LEND

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

BWM

BCO Wealth Management Carlsbad, New Mexico $185M AUM 9% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its SEI High Yield Bond & Alternative Credit ETF (LEND) stake by 4.2% in Q3 2026, buying an estimated $227K and bringing the position to 228,544 shares worth $5.51M. The position accounts for 0.01% of the portfolio, ranked #1032.

Wealth Enhancement Advisory Services first reported a position in LEND in Q2 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold LEND as of Q3 2026.

Wealth Enhancement Advisory Services held 228,544 shares of SEI High Yield Bond & Alternative Credit ETF worth $5.51M as of Q3 2026.
Wealth Enhancement Advisory Services bought 9,136 SEI High Yield Bond & Alternative Credit ETF shares in Q3 2026, an estimated $227K.
SEI High Yield Bond & Alternative Credit ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1032 holding.
Wealth Enhancement Advisory Services first reported a position in SEI High Yield Bond & Alternative Credit ETF in Q2 2026 and has held it in 2 quarters since.
10 funds tracked by Wall St. Rank held SEI High Yield Bond & Alternative Credit ETF as of Q3 2026.

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