Wealth Enhancement Advisory Services’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.16M	Sell	15,368 -4,970	-24%	-$374K	﹤0.01%	1971
2026 Q1	$1.53M	Sell	20,338 -14,936	-42%	-$1.13M	﹤0.01%	1537
2025 Q4	$2.66M	Sell	35,274 -11,039	-24%	-$833K	﹤0.01%	1358
2025 Q3	$3.49M	Sell	46,313 -13,489	-23%	-$1.02M	0.01%	1139
2025 Q2	$4.5M	Sell	59,802 -20,676	-26%	-$1.56M	0.01%	944
2025 Q1	$6.08M	Sell	80,478 -58,828	-42%	-$4.43M	0.01%	754
2024 Q4	$10.5M	Sell	139,306 -11,069	-7%	-$834K	0.02%	542
2024 Q3	$11.4M	Sell	150,375 -9,454	-6%	-$713K	0.02%	481
2024 Q2	$12.1M	Sell	159,829 -13,636	-8%	-$1.03M	0.03%	436
2024 Q1	$13.1M	Buy	+173,465	New	+$13.1M	0.03%	404

Other funds holding RAVI

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

IFA

Interactive Financial Advisors New Lenox, Illinois $164M AUM 18.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

Auour Investments Woburn, Massachusetts $349M AUM 13.68% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

RMAM

Raab & Moskowitz Asset Management Chatham, New Jersey $497M AUM 26.8% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its FlexShares Ultra-Short Income Fund (RAVI) stake by 24% in Q2 2026, selling an estimated $374K and leaving 15,368 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1971.

Wealth Enhancement Advisory Services first reported a position in RAVI in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.1M in Q1 2024. 23 funds tracked by Wall St. Rank hold RAVI as of Q2 2026.

Wealth Enhancement Advisory Services held 15,368 shares of FlexShares Ultra-Short Income Fund worth $1.16M as of Q2 2026.
Wealth Enhancement Advisory Services sold 4,970 FlexShares Ultra-Short Income Fund shares in Q2 2026, an estimated $374K.
FlexShares Ultra-Short Income Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1971 holding.
Wealth Enhancement Advisory Services first reported a position in FlexShares Ultra-Short Income Fund in Q1 2024 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's FlexShares Ultra-Short Income Fund position peaked at $13.1M in Q1 2024.
23 funds tracked by Wall St. Rank held FlexShares Ultra-Short Income Fund as of Q2 2026.

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