Wealth Enhancement Advisory Services
ULST icon

Wealth Enhancement Advisory Services’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ULST Stock Details ULST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.11M Buy
127,109
+7,474
+6% +$301K 0.01% 1074
2026
Q2 		$4.83M Sell
119,635
-1,617
-1% -$65.3K 0.01% 1027
2026
Q1 		$4.9M Sell
121,252
-24,020
-17% -$974K 0.01% 910
2025
Q4 		$5.89M Sell
145,272
-6,033
-4% -$245K 0.01% 939
2025
Q3 		$6.14M Sell
151,305
-17,458
-10% -$709K 0.01% 848
2025
Q2 		$6.83M Sell
168,763
-16,662
-9% -$676K 0.01% 769
2025
Q1 		$7.54M Sell
185,425
-52,828
-22% -$2.14M 0.01% 687
2024
Q4 		$9.63M Buy
238,253
+67,388
+39% +$2.73M 0.02% 570
2024
Q3 		$6.97M Sell
170,865
-2,454
-1% -$99.6K 0.02% 624
2024
Q2 		$7.01M Sell
173,319
-24,952
-13% -$1.01M 0.02% 593
2024
Q1 		$8.03M Sell
198,271
-336,743
-63% -$13.6M 0.02% 537
2023
Q4 		$21.6M Sell
535,014
-24,118
-4% -$971K 0.06% 285
2023
Q3 		$22.5M Buy
559,132
+203,848
+57% +$8.2M 0.07% 257
2023
Q2 		$14.3M Buy
355,284
+60,018
+20% +$2.41M 0.15% 70
2023
Q1 		$11.9M Buy
+295,266
New +$11.9M 0.14% 82

Other funds holding ULST

DK
David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RE
Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return

Wealth Enhancement Advisory Services's ULST Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its State Street Ultra Short Term Bond ETF (ULST) stake by 6.2% in Q3 2026, buying an estimated $301K and bringing the position to 127,109 shares worth $5.11M. The position accounts for 0.01% of the portfolio, ranked #1074.

Wealth Enhancement Advisory Services first reported a position in ULST in Q1 2023 and has held it in 15 quarters since. The position peaked at $22.5M in Q3 2023. 11 funds tracked by Wall St. Rank hold ULST as of Q3 2026.

  • Wealth Enhancement Advisory Services held 127,109 shares of State Street Ultra Short Term Bond ETF worth $5.11M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 7,474 State Street Ultra Short Term Bond ETF shares in Q3 2026, an estimated $301K.
  • State Street Ultra Short Term Bond ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1074 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street Ultra Short Term Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's State Street Ultra Short Term Bond ETF position peaked at $22.5M in Q3 2023.
  • 11 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.