Wealth Enhancement Advisory Services’s Twin Oak Short Horizon Absolute Return ETF TOAK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.47M Buy
85,434
+8,770
+11% +$252K ﹤0.01% 1437
2026
Q1
$2.2M Buy
76,664
+27,293
+55% +$778K ﹤0.01% 1347
2025
Q4
$1.4M Buy
49,371
+14,121
+40% +$399K ﹤0.01% 1740
2025
Q3
$992K Buy
+35,250
New +$985K ﹤0.01% 1873

Other funds holding TOAK

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

Wealth Enhancement Advisory Services increased its Twin Oak Short Horizon Absolute Return ETF (TOAK) stake by 11% in Q2 2026, buying an estimated $252K and bringing the position to 85,434 shares worth $2.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

Wealth Enhancement Advisory Services first reported a position in TOAK in Q3 2025 and has held it in 4 quarters since. 5 funds tracked by Wall St. Rank hold TOAK as of Q2 2026.

  • Wealth Enhancement Advisory Services held 85,434 shares of Twin Oak Short Horizon Absolute Return ETF worth $2.47M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 8,770 Twin Oak Short Horizon Absolute Return ETF shares in Q2 2026, an estimated $252K.
  • Twin Oak Short Horizon Absolute Return ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1437 holding.
  • Wealth Enhancement Advisory Services first reported a position in Twin Oak Short Horizon Absolute Return ETF in Q3 2025 and has held it in 4 quarters since.
  • 5 funds tracked by Wall St. Rank held Twin Oak Short Horizon Absolute Return ETF as of Q2 2026.

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