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Wealth Enhancement Trust Services’s HSBC HSBC Stock Holding History

Wealth Enhancement Trust Services’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$107K Buy
1,130
+820
+265% +$74.8K 0.01% 357
2026
Q1 		$25.6K Hold
310
– – ﹤0.01% 527
2025
Q4 		$24.4K Buy
+310
New +$22.2K ﹤0.01% 502

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CPC
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UBS Group
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Envestnet Asset Management
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Wealth Enhancement Trust Services's HSBC Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its HSBC (HSBC) stake by 265% in Q2 2026, buying an estimated $74.8K and bringing the position to 1,130 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #357.

Wealth Enhancement Trust Services first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since. 560 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,130 shares of HSBC worth $107K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 820 HSBC shares in Q2 2026, an estimated $74.8K.
  • HSBC made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #357 holding.
  • Wealth Enhancement Trust Services first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since.
  • 560 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

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