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Wealth Enhancement Trust Services’s Finance of America Companies FOA Stock Holding History

Wealth Enhancement Trust Services’s Portfolio FOA Stock Details FOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$275 Buy
+10
New +$204 ﹤0.01% 1320

Other funds holding FOA

BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Finance of America Companies (FOA) in Q2 2026: 10 shares worth $275. The stake represents ﹤0.01% of the portfolio and ranks #1320 among its holdings.

8 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • Wealth Enhancement Trust Services held 10 shares of Finance of America Companies worth $275 as of Q2 2026.
  • Finance of America Companies was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Finance of America Companies made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1320 holding.
  • 8 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

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