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Wealth Enhancement Trust Services’s SAP SAP Stock Holding History

Wealth Enhancement Trust Services’s Portfolio SAP Stock Details SAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$156K Hold
1,014
– – 0.02% 314
2026
Q1 		$174K Buy
+1,014
New +$209K 0.02% 297

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CBU
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SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
JP Morgan Chase
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Wealth Enhancement Trust Services's SAP Position: Q2 2026 in Review

Wealth Enhancement Trust Services held its SAP (SAP) position steady in Q2 2026 at 1,014 shares worth $156K. The position accounts for 0.02% of the portfolio, ranked #314.

Wealth Enhancement Trust Services first reported a position in SAP in Q1 2026 and has held it in 2 quarters since. The position peaked at $174K in Q1 2026. 614 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,014 shares of SAP worth $156K as of Q2 2026.
  • Wealth Enhancement Trust Services left its SAP share count unchanged in Q2 2026.
  • SAP made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #314 holding.
  • Wealth Enhancement Trust Services first reported a position in SAP in Q1 2026 and has held it in 2 quarters since.
  • Wealth Enhancement Trust Services's SAP position peaked at $174K in Q1 2026.
  • 614 funds tracked by Wall St. Rank held SAP as of Q2 2026.

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