WETS
ARI

Wealth Enhancement Trust Services’s Apollo Commercial Real Estate ARI Stock Holding History

Wealth Enhancement Trust Services’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$81.8K Hold
7,660
– – 0.01% 405
2026
Q1 		$80.9K Hold
7,660
– – 0.01% 379
2025
Q4 		$74.1K Buy
+7,660
New +$76.6K 0.01% 377

Other funds holding ARI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
GCM
Greenland Capital Management New York $812M AUM 45.54% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its Apollo Commercial Real Estate (ARI) position steady in Q2 2026 at 7,660 shares worth $81.8K. The position accounts for 0.01% of the portfolio, ranked #405.

Wealth Enhancement Trust Services first reported a position in ARI in Q4 2025 and has held it in 3 quarters since. 182 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

  • Wealth Enhancement Trust Services held 7,660 shares of Apollo Commercial Real Estate worth $81.8K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Apollo Commercial Real Estate share count unchanged in Q2 2026.
  • Apollo Commercial Real Estate made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #405 holding.
  • Wealth Enhancement Trust Services first reported a position in Apollo Commercial Real Estate in Q4 2025 and has held it in 3 quarters since.
  • 182 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

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