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Wealth Enhancement Trust Services’s Ares Capital ARCC Stock Holding History

Wealth Enhancement Trust Services’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$83.8K Hold
4,524
– – 0.01% 401
2026
Q1 		$81.5K Hold
4,524
– – 0.01% 378
2025
Q4 		$91.5K Buy
+4,524
New +$91.3K 0.01% 339

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JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its Ares Capital (ARCC) position steady in Q2 2026 at 4,524 shares worth $83.8K. The position accounts for 0.01% of the portfolio, ranked #401.

Wealth Enhancement Trust Services first reported a position in ARCC in Q4 2025 and has held it in 3 quarters since. The position peaked at $91.5K in Q4 2025. 619 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Wealth Enhancement Trust Services held 4,524 shares of Ares Capital worth $83.8K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Ares Capital share count unchanged in Q2 2026.
  • Ares Capital made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #401 holding.
  • Wealth Enhancement Trust Services first reported a position in Ares Capital in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Ares Capital position peaked at $91.5K in Q4 2025.
  • 619 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

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