Wealth Enhancement Advisory Services
OEF icon

Wealth Enhancement Advisory Services’s iShares S&P 100 ETF OEF Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.98M Sell
16,065
-1,153
-7% -$413K 0.01% 908
2026
Q1 		$5.52M Sell
17,218
-9,308
-35% -$3.12M 0.01% 861
2025
Q4 		$9.15M Buy
26,526
+3,522
+15% +$1.2M 0.01% 728
2025
Q3 		$7.7M Buy
23,004
+1,069
+5% +$340K 0.01% 754
2025
Q2 		$6.75M Sell
21,935
-13,797
-39% -$3.84M 0.01% 776
2025
Q1 		$9.68M Sell
35,732
-3,460
-9% -$993K 0.02% 592
2024
Q4 		$11.3M Buy
39,192
+6,950
+22% +$1.99M 0.02% 522
2024
Q3 		$8.92M Buy
32,242
+420
+1% +$112K 0.02% 544
2024
Q2 		$8.41M Sell
31,822
-1,947
-6% -$487K 0.02% 533
2024
Q1 		$8.35M Buy
33,769
+1,410
+4% +$333K 0.02% 524
2023
Q4 		$7.23M Buy
32,359
+25,252
+355% +$5.31M 0.02% 504
2023
Q3 		$1.43M Buy
7,107
+5,567
+361% +$1.16M ﹤0.01% 971
2023
Q2 		$319K Hold
1,540
– – ﹤0.01% 424
2023
Q1 		$288K Buy
+1,540
New +$276K ﹤0.01% 444

Other funds holding OEF

OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its iShares S&P 100 ETF (OEF) stake by 6.7% in Q2 2026, selling an estimated $413K and leaving 16,065 shares worth $5.98M. The position accounts for 0.01% of the portfolio, ranked #908.

Wealth Enhancement Advisory Services first reported a position in OEF in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.3M in Q4 2024. 272 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 16,065 shares of iShares S&P 100 ETF worth $5.98M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,153 iShares S&P 100 ETF shares in Q2 2026, an estimated $413K.
  • iShares S&P 100 ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #908 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares S&P 100 ETF in Q1 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's iShares S&P 100 ETF position peaked at $11.3M in Q4 2024.
  • 272 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

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