Wealth Enhancement Trust Services’s Choiceone Financial COFS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$374	Buy	+11	New	+$342	﹤0.01%	1284

Other funds holding COFS

BlackRock New York $6.73T AUM 46.02% 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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Wealth Enhancement Trust Services opened a new position in Choiceone Financial (COFS) in Q2 2026: 11 shares worth $374. The stake represents ﹤0.01% of the portfolio and ranks #1284 among its holdings.

66 funds tracked by Wall St. Rank hold COFS as of Q2 2026.

Wealth Enhancement Trust Services held 11 shares of Choiceone Financial worth $374 as of Q2 2026.
Choiceone Financial was a new Wealth Enhancement Trust Services position in Q2 2026.
Choiceone Financial made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1284 holding.
66 funds tracked by Wall St. Rank held Choiceone Financial as of Q2 2026.

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