Wealth Enhancement Advisory Services
UPB

Wealth Enhancement Advisory Services’s Upstream Bio Inc UPB Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio UPB Stock Details UPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$75.4K Buy
+10,017
New +$83.9K ﹤0.01% 3854

Other funds holding UPB

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Wealth Enhancement Advisory Services opened a new position in Upstream Bio Inc (UPB) in Q2 2026: 10,017 shares worth $75.4K. The stake represents ﹤0.01% of the portfolio and ranks #3854 among its holdings.

5 funds tracked by Wall St. Rank hold UPB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 10,017 shares of Upstream Bio Inc worth $75.4K as of Q2 2026.
  • Upstream Bio Inc was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Upstream Bio Inc made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3854 holding.
  • 5 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q2 2026.

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