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Wealth Enhancement Trust Services’s F5 FFIV Stock Holding History

Wealth Enhancement Trust Services’s Portfolio FFIV Stock Details FFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.7K Buy
+33
New +$11.7K ﹤0.01% 680
2026
Q1 		– Sell
-125
Closed -$31.9K – 799
2025
Q4 		$31.9K Buy
+125
New +$33.6K ﹤0.01% 476

Other funds holding FFIV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in F5 (FFIV) in Q2 2026: 33 shares worth $13.7K. The stake represents ﹤0.01% of the portfolio and ranks #680 among its holdings. This is a return to the name: Wealth Enhancement Trust Services previously reported a position in FFIV as recently as Q4 2025.

Wealth Enhancement Trust Services first reported a position in FFIV in Q4 2025 and has held it in 2 quarters since. The position peaked at $31.9K in Q4 2025. 636 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

  • Wealth Enhancement Trust Services held 33 shares of F5 worth $13.7K as of Q2 2026.
  • F5 was a new Wealth Enhancement Trust Services position in Q2 2026.
  • F5 made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #680 holding.
  • Wealth Enhancement Trust Services first reported a position in F5 in Q4 2025 and has held it in 2 quarters since.
  • Wealth Enhancement Trust Services's F5 position peaked at $31.9K in Q4 2025.
  • 636 funds tracked by Wall St. Rank held F5 as of Q2 2026.

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