Wealth Enhancement Advisory Services
SBR

Wealth Enhancement Advisory Services’s Sabine Royalty Trust SBR Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SBR Stock Details SBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,170
Closed -$278K – 3833
2025
Q4 		$278K Buy
4,170
+600
+17% +$43.6K ﹤0.01% 2986
2025
Q3 		$257K Hold
3,570
– – ﹤0.01% 2917
2025
Q2 		$237K Sell
3,570
-396
-10% -$26K ﹤0.01% 2847
2025
Q1 		$268K Buy
3,966
+200
+5% +$13.3K ﹤0.01% 2536
2024
Q4 		$244K Buy
3,766
+100
+3% +$6.28K ﹤0.01% 2550
2024
Q3 		$226K Hold
3,666
– – ﹤0.01% 2373
2024
Q2 		$236K Sell
3,666
-145
-4% -$9.35K ﹤0.01% 2166
2024
Q1 		$241K Buy
3,811
+212
+6% +$13.3K ﹤0.01% 2064
2023
Q4 		$244K Sell
3,599
-288
-7% -$18.2K ﹤0.01% 1976
2023
Q3 		$256K Buy
+3,887
New +$255K ﹤0.01% 1838

Other funds holding SBR

AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Wealth Enhancement Advisory Services's SBR Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Sabine Royalty Trust (SBR) in Q1 2026, closing a stake of 4,170 shares — an estimated $278K sold.

Wealth Enhancement Advisory Services first reported a position in SBR in Q3 2023 and held it in 10 quarters. The position peaked at $278K in Q4 2025. 154 funds tracked by Wall St. Rank hold SBR as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Sabine Royalty Trust position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 4,170 Sabine Royalty Trust shares in Q1 2026, an estimated $278K.
  • Wealth Enhancement Advisory Services first reported a position in Sabine Royalty Trust in Q3 2023 and held it in 10 quarters.
  • Wealth Enhancement Advisory Services's Sabine Royalty Trust position peaked at $278K in Q4 2025.
  • 154 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.