WETS
GARP

Wealth Enhancement Trust Services’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Wealth Enhancement Trust Services’s Portfolio GARP Stock Details GARP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.53M Buy
30,596
+15,230
+99% +$1.16M 0.28% 79
2026
Q1 		$983K Buy
+15,366
New +$1.04M 0.12% 145

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 99% in Q2 2026, buying an estimated $1.16M and bringing the position to 30,596 shares worth $2.53M. The position accounts for 0.28% of the portfolio, ranked #79.

Wealth Enhancement Trust Services first reported a position in GARP in Q1 2026 and has held it in 2 quarters since. 137 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

  • Wealth Enhancement Trust Services held 30,596 shares of iShares MSCI USA Quality GARP ETF worth $2.53M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 15,230 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $1.16M.
  • iShares MSCI USA Quality GARP ETF made up 0.28% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #79 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares MSCI USA Quality GARP ETF in Q1 2026 and has held it in 2 quarters since.
  • 137 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

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