Wealth Enhancement Advisory Services
NSA icon

Wealth Enhancement Advisory Services’s National Storage Affiliates Trust NSA Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio NSA Stock Details NSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06M Buy
23,772
+6,495
+38% +$278K ﹤0.01% 2028
2026
Q1 		$676K Sell
17,277
-1,514
-8% -$51.1K ﹤0.01% 2093
2025
Q4 		$553K Buy
18,791
+6,849
+57% +$204K ﹤0.01% 2404
2025
Q3 		$364K Buy
11,942
+1,479
+14% +$46.2K ﹤0.01% 2623
2025
Q2 		$341K Buy
10,463
+1,695
+19% +$59.2K ﹤0.01% 2540
2025
Q1 		$345K Sell
8,768
-4,120
-32% -$155K ﹤0.01% 2333
2024
Q4 		$489K Buy
12,888
+4,879
+61% +$209K ﹤0.01% 2011
2024
Q3 		$386K Buy
8,009
+257
+3% +$11.5K ﹤0.01% 2004
2024
Q2 		$320K Buy
7,752
+1,280
+20% +$48.2K ﹤0.01% 1939
2024
Q1 		$253K Sell
6,472
-181
-3% -$6.8K ﹤0.01% 2029
2023
Q4 		$276K Sell
6,653
-2,247
-25% -$75.3K ﹤0.01% 1876
2023
Q3 		$282K Buy
+8,900
New +$301K ﹤0.01% 1775

Other funds holding NSA

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its National Storage Affiliates Trust (NSA) stake by 38% in Q2 2026, buying an estimated $278K and bringing the position to 23,772 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2028.

Wealth Enhancement Advisory Services first reported a position in NSA in Q3 2023 and has held it in 12 quarters since. 24 funds tracked by Wall St. Rank hold NSA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 23,772 shares of National Storage Affiliates Trust worth $1.06M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 6,495 National Storage Affiliates Trust shares in Q2 2026, an estimated $278K.
  • National Storage Affiliates Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2028 holding.
  • Wealth Enhancement Advisory Services first reported a position in National Storage Affiliates Trust in Q3 2023 and has held it in 12 quarters since.
  • 24 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2026.

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