Wealth Enhancement Advisory Services
MITT icon

Wealth Enhancement Advisory Services’s TPG Mortgage Investment Trust MITT Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio MITT Stock Details MITT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$68.6K Buy
12,063
+433
+4% +$2.99K ﹤0.01% 3998
2026
Q2 		$89.8K Buy
+11,630
New +$90.8K ﹤0.01% 3823

Other funds holding MITT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mariner Investment Group
Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
OneAscent Family Office
OneAscent Family Office Birmingham, Alabama $242M AUM 28.09% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its TPG Mortgage Investment Trust (MITT) stake by 3.7% in Q3 2026, buying an estimated $2.99K and bringing the position to 12,063 shares worth $68.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3998.

Wealth Enhancement Advisory Services first reported a position in MITT in Q2 2026 and has held it in 2 quarters since. The position peaked at $89.8K in Q2 2026. 48 funds tracked by Wall St. Rank hold MITT as of Q3 2026.

  • Wealth Enhancement Advisory Services held 12,063 shares of TPG Mortgage Investment Trust worth $68.6K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 433 TPG Mortgage Investment Trust shares in Q3 2026, an estimated $2.99K.
  • TPG Mortgage Investment Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3998 holding.
  • Wealth Enhancement Advisory Services first reported a position in TPG Mortgage Investment Trust in Q2 2026 and has held it in 2 quarters since.
  • Wealth Enhancement Advisory Services's TPG Mortgage Investment Trust position peaked at $89.8K in Q2 2026.
  • 48 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q3 2026.

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