Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s SmartStop Self Storage REIT SMA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$255K	Buy	+7,725	New	+$245K	﹤0.01%	3357
2026 Q1	–	Sell	-8,380	Closed	-$267K	–	3920
2025 Q4	$267K	Buy	8,380 +2,792	+50%	+$94.5K	﹤0.01%	3015
2025 Q3	$200K	Buy	+5,588	New	+$203K	﹤0.01%	3142

Other funds holding SMA

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TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return