Wealth Enhancement Trust Services
EXP icon

Wealth Enhancement Trust Services’s Eagle Materials EXP Stock Holding History

Wealth Enhancement Trust Services’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-29
Closed -$6.52K – 1024
2026
Q2 		$6.52K Buy
+29
New +$6.06K ﹤0.01% 801

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Black Creek Investment Management
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State Street
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American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
High Ground Investment Management
High Ground Investment Management London, United Kingdom $1.3B AUM 17.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Wealth Enhancement Trust Services's EXP Position: Q3 2026 in Review

Wealth Enhancement Trust Services sold out of Eagle Materials (EXP) in Q3 2026, closing a stake of 29 shares — an estimated $6.52K sold.

Wealth Enhancement Trust Services first reported a position in EXP in Q2 2026 and held it in 1 quarter. The position peaked at $6.52K in Q2 2026. 336 funds tracked by Wall St. Rank hold EXP as of Q3 2026.

  • Wealth Enhancement Trust Services reported no remaining Eagle Materials position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Trust Services sold 29 Eagle Materials shares in Q3 2026, an estimated $6.52K.
  • Wealth Enhancement Trust Services first reported a position in Eagle Materials in Q2 2026 and held it in 1 quarter.
  • Wealth Enhancement Trust Services's Eagle Materials position peaked at $6.52K in Q2 2026.
  • 336 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.