Wealth Enhancement Advisory Services
RWO icon

Wealth Enhancement Advisory Services’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio RWO Stock Details RWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$866K Buy
+17,246
New +$845K ﹤0.01% 2183
2026
Q1 		– Sell
-7,415
Closed -$338K – 3833
2025
Q4 		$338K Buy
7,415
+370
+5% +$16.8K ﹤0.01% 2819
2025
Q3 		$318K Sell
7,045
-2,429
-26% -$109K ﹤0.01% 2736
2025
Q2 		$422K Sell
9,474
-6,967
-42% -$303K ﹤0.01% 2349
2025
Q1 		$717K Sell
16,441
-8,489
-34% -$371K ﹤0.01% 1808
2024
Q4 		$1.07M Sell
24,930
-3,645
-13% -$166K ﹤0.01% 1502
2024
Q3 		$1.36M Sell
28,575
-581
-2% -$26.2K ﹤0.01% 1244
2024
Q2 		$1.21M Buy
29,156
+3,569
+14% +$147K ﹤0.01% 1189
2024
Q1 		$1.1M Sell
25,587
-2,630
-9% -$111K ﹤0.01% 1201
2023
Q4 		$1.23M Buy
28,217
+16,226
+135% +$641K ﹤0.01% 1081
2023
Q3 		$458K Buy
+11,991
New +$492K ﹤0.01% 1479
2023
Q1 		– Sell
-5,089
Closed -$225K – 555
2022
Q4 		$225K Sell
5,089
-2,201
-30% -$89.1K ﹤0.01% 308
2022
Q3 		$275K Buy
7,290
+933
+15% +$41.8K ﹤0.01% 301
2022
Q2 		$282K Buy
6,357
+1,516
+31% +$74.3K ﹤0.01% 306
2022
Q1 		$264K Buy
+4,841
New +$256K ﹤0.01% 292

Other funds holding RWO

AH
Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $932M AUM 22.84% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
WCM
WLTH Capital Management Chandler, Arizona $156M AUM
HWA
HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return