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Wealth Enhancement Trust Services’s CubeSmart CUBE Stock Holding History

Wealth Enhancement Trust Services’s Portfolio CUBE Stock Details CUBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.9K Buy
+753
New +$30K ﹤0.01% 568

Other funds holding CUBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in CubeSmart (CUBE) in Q2 2026: 753 shares worth $29.9K. The stake represents ﹤0.01% of the portfolio and ranks #568 among its holdings.

362 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Wealth Enhancement Trust Services held 753 shares of CubeSmart worth $29.9K as of Q2 2026.
  • CubeSmart was a new Wealth Enhancement Trust Services position in Q2 2026.
  • CubeSmart made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #568 holding.
  • 362 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

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