Wealth Enhancement Advisory Services
TLTW icon

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
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

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FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return