WETS
CTRA

Wealth Enhancement Trust Services’s Coterra Energy CTRA Stock Holding History

Wealth Enhancement Trust Services’s Portfolio CTRA Stock Details CTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-28
Closed -$984 – 1537
2026
Q1 		$984 Hold
28
– – ﹤0.01% 725
2025
Q4 		$737 Buy
+28
New +$706 ﹤0.01% 689

Other funds holding CTRA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HEIP
Hudson Edge Investment Partners Jersey City, New Jersey $732M AUM 23.32% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

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

Wealth Enhancement Trust Services sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 28 shares — an estimated $984 sold.

Wealth Enhancement Trust Services first reported a position in CTRA in Q4 2025 and held it in 2 quarters. The position peaked at $984 in Q1 2026. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Wealth Enhancement Trust Services reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Trust Services sold 28 Coterra Energy shares in Q2 2026, an estimated $984.
  • Wealth Enhancement Trust Services first reported a position in Coterra Energy in Q4 2025 and held it in 2 quarters.
  • Wealth Enhancement Trust Services's Coterra Energy position peaked at $984 in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

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