Wealth Enhancement Advisory Services’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.58M	Buy	301,496 +6,014	+2%	+$134K	0.01%	859
2026 Q1	$6.65M	Sell	295,482 -695,353	-70%	-$15.9M	0.01%	758
2025 Q4	$22.5M	Buy	990,835 +109,175	+12%	+$2.55M	0.03%	449
2025 Q3	$20.5M	Buy	881,660 +55,156	+7%	+$1.26M	0.03%	446
2025 Q2	$18.8M	Buy	826,504 +41,469	+5%	+$954K	0.03%	436
2025 Q1	$18.9M	Buy	785,035 +180,055	+30%	+$4.27M	0.04%	411
2024 Q4	$14.2M	Buy	604,980 +50,677	+9%	+$1.27M	0.03%	465
2024 Q3	$15M	Buy	554,303 +291,578	+111%	+$7.74M	0.03%	416
2024 Q2	$6.75M	Buy	262,725 +250,770	+2,098%	+$6.4M	0.02%	602
2024 Q1	$319K	Sell	11,955 -10,334	-46%	-$275K	﹤0.01%	1879
2023 Q4	$612K	Buy	22,289 +403	+2%	+$11.2K	﹤0.01%	1395
2023 Q3	$632K	Buy	+21,886	New	+$681K	﹤0.01%	1294

Other funds holding TLTW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 2% in Q2 2026, buying an estimated $134K and bringing the position to 301,496 shares worth $6.58M. The position accounts for 0.01% of the portfolio, ranked #859.

Wealth Enhancement Advisory Services first reported a position in TLTW in Q3 2023 and has held it in 12 quarters since. The position peaked at $22.5M in Q4 2025. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

Wealth Enhancement Advisory Services held 301,496 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $6.58M as of Q2 2026.
Wealth Enhancement Advisory Services bought 6,014 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $134K.
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #859 holding.
Wealth Enhancement Advisory Services first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $22.5M in Q4 2025.
139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

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