Wealth Enhancement Advisory Services
TBLL icon

Wealth Enhancement Advisory Services’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio TBLL Stock Details TBLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.25M Sell
40,204
-11,879
-23% -$1.25M 0.01% 1117
2026
Q1 		$5.5M Sell
52,083
-22,641
-30% -$2.39M 0.01% 863
2025
Q4 		$7.9M Sell
74,724
-7,044
-9% -$745K 0.01% 796
2025
Q3 		$8.64M Sell
81,768
-1,956
-2% -$207K 0.01% 717
2025
Q2 		$8.84M Sell
83,724
-1,914
-2% -$202K 0.01% 681
2025
Q1 		$9.04M Buy
85,638
+2,724
+3% +$288K 0.02% 614
2024
Q4 		$8.76M Buy
82,914
+5,487
+7% +$580K 0.02% 610
2024
Q3 		$8.18M Buy
77,427
+1,014
+1% +$107K 0.02% 581
2024
Q2 		$8.06M Buy
76,413
+5,360
+8% +$566K 0.02% 545
2024
Q1 		$7.49M Buy
71,053
+5,329
+8% +$563K 0.02% 551
2023
Q4 		$6.94M Buy
65,724
+6,572
+11% +$694K 0.02% 515
2023
Q3 		$6.24M Buy
59,152
+15,756
+36% +$1.66M 0.02% 522
2023
Q2 		$4.58M Buy
+43,396
New +$4.58M 0.05% 135

Other funds holding TBLL

CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CRA
Clear Retirement Advice San Mateo, California $146M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Invesco Short Term Treasury ETF (TBLL) stake by 23% in Q2 2026, selling an estimated $1.25M and leaving 40,204 shares worth $4.25M. The position accounts for 0.01% of the portfolio, ranked #1117.

Wealth Enhancement Advisory Services first reported a position in TBLL in Q2 2023 and has held it in 13 quarters since. The position peaked at $9.04M in Q1 2025. 18 funds tracked by Wall St. Rank hold TBLL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 40,204 shares of Invesco Short Term Treasury ETF worth $4.25M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 11,879 Invesco Short Term Treasury ETF shares in Q2 2026, an estimated $1.25M.
  • Invesco Short Term Treasury ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1117 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco Short Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Invesco Short Term Treasury ETF position peaked at $9.04M in Q1 2025.
  • 18 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q2 2026.

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