Wealth Enhancement Advisory Services
UPBD icon

Wealth Enhancement Advisory Services’s Upbound Group UPBD Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio UPBD Stock Details UPBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$622K Buy
29,413
+17,022
+137% +$318K ﹤0.01% 2480
2026
Q1 		$217K Buy
+12,391
New +$241K ﹤0.01% 3076

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Upbound Group (UPBD) stake by 137% in Q2 2026, buying an estimated $318K and bringing the position to 29,413 shares worth $622K. The position accounts for ﹤0.01% of the portfolio, ranked #2480.

Wealth Enhancement Advisory Services first reported a position in UPBD in Q1 2026 and has held it in 2 quarters since. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 29,413 shares of Upbound Group worth $622K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 17,022 Upbound Group shares in Q2 2026, an estimated $318K.
  • Upbound Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2480 holding.
  • Wealth Enhancement Advisory Services first reported a position in Upbound Group in Q1 2026 and has held it in 2 quarters since.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

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