Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Trinity Capital TRIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$214K	Sell	12,158 -857	-7%	-$14.1K	﹤0.01%	3526
2026 Q1	$195K	Sell	13,015 -1,467	-10%	-$22.7K	﹤0.01%	3143
2025 Q4	$224K	Sell	14,482 -2,089	-13%	-$31.1K	﹤0.01%	3183
2025 Q3	$244K	Buy	16,571 +47	+0.3%	+$728	﹤0.01%	2956
2025 Q2	$236K	Buy	16,524 +3,046	+23%	+$44K	﹤0.01%	2854
2025 Q1	$204K	Buy	13,478 +1,305	+11%	+$20.3K	﹤0.01%	2631
2024 Q4	$176K	Buy	12,173 +1,000	+9%	+$14.1K	﹤0.01%	2719
2024 Q3	$152K	Buy	11,173 +918	+9%	+$13K	﹤0.01%	2494
2024 Q2	$145K	Buy	+10,255	New	+$151K	﹤0.01%	2353

Other funds holding TRIN

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return