Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-17,520	Closed	-$880K	–	4244
2026 Q1	$880K	Sell	17,520 -19,297	-52%	-$971K	﹤0.01%	1896
2025 Q4	$1.85M	Buy	36,817 +14,634	+66%	+$736K	﹤0.01%	1557
2025 Q3	$1.12M	Sell	22,183 -2,915	-12%	-$147K	﹤0.01%	1781
2025 Q2	$1.26M	Hold	25,098	–	–	﹤0.01%	1617
2025 Q1	$1.26M	Sell	25,098 -2,131	-8%	-$107K	﹤0.01%	1492
2024 Q4	$1.37M	Sell	27,229 -8,656	-24%	-$435K	﹤0.01%	1379
2024 Q3	$1.81M	Sell	35,885 -15,048	-30%	-$756K	﹤0.01%	1104
2024 Q2	$2.56M	Sell	50,933 -19,910	-28%	-$999K	0.01%	893
2024 Q1	$3.56M	Sell	70,843 -5,000	-7%	-$251K	0.01%	759
2023 Q4	$3.81M	Sell	75,843 -39,131	-34%	-$1.97M	0.01%	681
2023 Q3	$5.78M	Buy	+114,974	New	+$5.77M	0.02%	545

Other funds holding XHLF

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

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

Wilian Securities Vadnais Heights, Minnesota $169M AUM

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return