Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-12,592	Closed	-$240K	–	3704
2025 Q2	$240K	Sell	12,592 -2,646	-17%	-$50.3K	﹤0.01%	2836
2025 Q1	$292K	Sell	15,238 -128	-0.8%	-$2.41K	﹤0.01%	2466
2024 Q4	$284K	Buy	15,366 +3,019	+24%	+$56.4K	﹤0.01%	2424
2024 Q3	$234K	Sell	12,347 -841	-6%	-$15.7K	﹤0.01%	2348
2024 Q2	$244K	Hold	13,188	–	–	﹤0.01%	2140
2024 Q1	$246K	Sell	13,188 -6,509	-33%	-$121K	﹤0.01%	2046
2023 Q4	$366K	Buy	19,697 +374	+2%	+$6.81K	﹤0.01%	1697
2023 Q3	$349K	Buy	+19,323	New	+$353K	﹤0.01%	1644

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Envestnet Asset Management

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Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Envestnet Portfolio Solutions

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Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return

AllGen Financial Advisors Orlando, Florida $422M AUM 16% 1-Year Est. Return