Wealth Enhancement Trust Services’s American States Water AWR Stock Holding History

Wealth Enhancement Trust Services’s Portfolio AWR Stock Details AWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.07K	Buy	+25	New	+$1.94K	﹤0.01%	997

Other funds holding AWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in American States Water (AWR) in Q2 2026: 25 shares worth $2.07K. The stake represents ﹤0.01% of the portfolio and ranks #997 among its holdings.

287 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

Wealth Enhancement Trust Services held 25 shares of American States Water worth $2.07K as of Q2 2026.
American States Water was a new Wealth Enhancement Trust Services position in Q2 2026.
American States Water made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #997 holding.
287 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

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