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Wealth Enhancement Trust Services’s First Majestic Silver AG Stock Holding History

Wealth Enhancement Trust Services’s Portfolio AG Stock Details AG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$85.8K Hold
5,060
– – 0.01% 395
2026
Q1 		$109K Sell
5,060
-4,463
-47% -$103K 0.01% 335
2025
Q4 		$159K Buy
+9,523
New +$132K 0.02% 285

Other funds holding AG

JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Wealth Enhancement Trust Services's AG Position: Q2 2026 in Review

Wealth Enhancement Trust Services held its First Majestic Silver (AG) position steady in Q2 2026 at 5,060 shares worth $85.8K. The position accounts for 0.01% of the portfolio, ranked #395.

Wealth Enhancement Trust Services first reported a position in AG in Q4 2025 and has held it in 3 quarters since. The position peaked at $159K in Q4 2025. 223 funds tracked by Wall St. Rank hold AG as of Q2 2026.

  • Wealth Enhancement Trust Services held 5,060 shares of First Majestic Silver worth $85.8K as of Q2 2026.
  • Wealth Enhancement Trust Services left its First Majestic Silver share count unchanged in Q2 2026.
  • First Majestic Silver made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #395 holding.
  • Wealth Enhancement Trust Services first reported a position in First Majestic Silver in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's First Majestic Silver position peaked at $159K in Q4 2025.
  • 223 funds tracked by Wall St. Rank held First Majestic Silver as of Q2 2026.

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