Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$703K	Sell	10,050 -1,121	-10%	-$75.2K	﹤0.01%	2374
2026 Q1	$672K	Buy	11,171 +382	+4%	+$24.1K	﹤0.01%	2100
2025 Q4	$696K	Sell	10,789 -247	-2%	-$15.5K	﹤0.01%	2225
2025 Q3	$682K	Sell	11,036 -232	-2%	-$13.7K	﹤0.01%	2122
2025 Q2	$647K	Buy	+11,268	New	+$590K	﹤0.01%	2026
2025 Q1	–	Sell	-3,963	Closed	-$214K	–	3169
2024 Q4	$214K	Sell	3,963 -209	-5%	-$11.4K	﹤0.01%	2642
2024 Q3	$222K	Buy	+4,172	New	+$215K	﹤0.01%	2386
2024 Q2	–	Sell	-4,570	Closed	-$226K	–	2706
2024 Q1	$226K	Hold	4,570	–	–	﹤0.01%	2116
2023 Q4	$202K	Buy	+4,570	New	+$189K	﹤0.01%	2085

Other funds holding USSG

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

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

First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return