WETS
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Wealth Enhancement Trust Services’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Wealth Enhancement Trust Services’s Portfolio TLTW Stock Details TLTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.32M Buy
+361,229
New +$7.7M 0.78% 30

Other funds holding TLTW

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

Wealth Enhancement Trust Services's TLTW Position: Q3 2026 in Review

Wealth Enhancement Trust Services opened a new position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q3 2026: 361,229 shares worth $7.32M. The stake represents 0.78% of the portfolio and ranks #30 among its holdings.

9 funds tracked by Wall St. Rank hold TLTW as of Q3 2026.

  • Wealth Enhancement Trust Services held 361,229 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $7.32M as of Q3 2026.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF was a new Wealth Enhancement Trust Services position in Q3 2026.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.78% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #30 holding.
  • 9 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.