Wealth Enhancement Trust Services’s Schwab Ariel Opportunities ETF SAEF Stock Holding History

Wealth Enhancement Trust Services’s Portfolio SAEF Stock Details SAEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$67.2K	Sell	2,097 -14	-0.7%	-$417	0.01%	442
2026 Q1	$58.1K	Sell	2,111 -1,621	-43%	-$46.5K	0.01%	433
2025 Q4	$103K	Buy	+3,732	New	+$101K	0.01%	319

Other funds holding SAEF

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its Schwab Ariel Opportunities ETF (SAEF) stake by 0.66% in Q2 2026, selling an estimated $417 and leaving 2,097 shares worth $67.2K. The position accounts for 0.01% of the portfolio, ranked #442.

Wealth Enhancement Trust Services first reported a position in SAEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $103K in Q4 2025. 2 funds tracked by Wall St. Rank hold SAEF as of Q2 2026.

Wealth Enhancement Trust Services held 2,097 shares of Schwab Ariel Opportunities ETF worth $67.2K as of Q2 2026.
Wealth Enhancement Trust Services sold 14 Schwab Ariel Opportunities ETF shares in Q2 2026, an estimated $417.
Schwab Ariel Opportunities ETF made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #442 holding.
Wealth Enhancement Trust Services first reported a position in Schwab Ariel Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
Wealth Enhancement Trust Services's Schwab Ariel Opportunities ETF position peaked at $103K in Q4 2025.
2 funds tracked by Wall St. Rank held Schwab Ariel Opportunities ETF as of Q2 2026.

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