Wealth Enhancement Advisory Services
SAEF

Wealth Enhancement Advisory Services’s Schwab Ariel Opportunities ETF SAEF Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SAEF Stock Details SAEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.19M Sell
69,921
-81,461
-54% -$2.43M ﹤0.01% 1510
2026
Q1 		$4.18M Sell
151,382
-129,961
-46% -$3.73M 0.01% 976
2025
Q4 		$8.02M Buy
281,343
+11,972
+4% +$325K 0.01% 792
2025
Q3 		$7.41M Buy
269,371
+10,954
+4% +$301K 0.01% 766
2025
Q2 		$6.91M Sell
258,417
-3,172
-1% -$76.1K 0.01% 764
2025
Q1 		$6.4M Sell
261,589
-10,778
-4% -$285K 0.01% 737
2024
Q4 		$7.34M Buy
272,367
+4,331
+2% +$119K 0.01% 664
2024
Q3 		$7.11M Buy
268,036
+34,161
+15% +$861K 0.02% 619
2024
Q2 		$5.55M Buy
233,875
+3,062
+1% +$72.1K 0.01% 660
2024
Q1 		$5.68M Buy
230,813
+18,539
+9% +$430K 0.01% 631
2023
Q4 		$4.95M Buy
212,274
+64,142
+43% +$1.33M 0.01% 614
2023
Q3 		$3.02M Buy
148,132
+60,785
+70% +$1.32M 0.01% 711
2023
Q2 		$1.95M Buy
87,347
+48,218
+123% +$1.01M 0.02% 201
2023
Q1 		$832K Buy
39,129
+14,091
+56% +$304K 0.01% 329
2022
Q4 		$547K Buy
25,038
+2,378
+10% +$47.1K 0.01% 270
2022
Q3 		$419K Buy
22,660
+7,340
+48% +$148K 0.01% 285
2022
Q2 		$299K Buy
+15,320
New +$323K ﹤0.01% 302

Other funds holding SAEF

WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

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

Wealth Enhancement Advisory Services reduced its Schwab Ariel Opportunities ETF (SAEF) stake by 54% in Q2 2026, selling an estimated $2.43M and leaving 69,921 shares worth $2.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Wealth Enhancement Advisory Services first reported a position in SAEF in Q2 2022 and has held it in 17 quarters since. The position peaked at $8.02M in Q4 2025. 2 funds tracked by Wall St. Rank hold SAEF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 69,921 shares of Schwab Ariel Opportunities ETF worth $2.19M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 81,461 Schwab Ariel Opportunities ETF shares in Q2 2026, an estimated $2.43M.
  • Schwab Ariel Opportunities ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1510 holding.
  • Wealth Enhancement Advisory Services first reported a position in Schwab Ariel Opportunities ETF in Q2 2022 and has held it in 17 quarters since.
  • Wealth Enhancement Advisory Services's Schwab Ariel Opportunities ETF position peaked at $8.02M in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Schwab Ariel Opportunities ETF as of Q2 2026.

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