Wealth Enhancement Advisory Services
SMBS

Wealth Enhancement Advisory Services’s Schwab Mortgage-Backed Securities ETF SMBS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SMBS Stock Details SMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-25,558
Closed -$652K – 4251
2026
Q1 		$652K Buy
+25,558
New +$658K ﹤0.01% 2123

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

Wealth Enhancement Advisory Services sold out of Schwab Mortgage-Backed Securities ETF (SMBS) in Q2 2026, closing a stake of 25,558 shares — an estimated $652K sold.

Wealth Enhancement Advisory Services first reported a position in SMBS in Q1 2026 and held it in 1 quarter. The position peaked at $652K in Q1 2026. 81 funds tracked by Wall St. Rank hold SMBS as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining Schwab Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 25,558 Schwab Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $652K.
  • Wealth Enhancement Advisory Services first reported a position in Schwab Mortgage-Backed Securities ETF in Q1 2026 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Schwab Mortgage-Backed Securities ETF position peaked at $652K in Q1 2026.
  • 81 funds tracked by Wall St. Rank held Schwab Mortgage-Backed Securities ETF as of Q2 2026.

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