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Wealth Enhancement Trust Services’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Wealth Enhancement Trust Services’s Portfolio ULST Stock Details ULST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$526 Hold
13
– – ﹤0.01% 1238
2026
Q1 		$527 Hold
13
– – ﹤0.01% 750
2025
Q4 		$527 Buy
+13
New +$528 ﹤0.01% 702

Other funds holding ULST

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
PWM
PTM Wealth Management North Wales, United States $222M AUM 25.71% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
OWA
ORBA Wealth Advisors Chicago, Illinois $117M AUM 23.68% 1-Year Est. Return
NFG
Norris Financial Group Greenville, South Carolina $251M AUM 48.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its State Street Ultra Short Term Bond ETF (ULST) position steady in Q2 2026 at 13 shares worth $526. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

Wealth Enhancement Trust Services first reported a position in ULST in Q4 2025 and has held it in 3 quarters since. The position peaked at $527 in Q1 2026. 81 funds tracked by Wall St. Rank hold ULST as of Q2 2026.

  • Wealth Enhancement Trust Services held 13 shares of State Street Ultra Short Term Bond ETF worth $526 as of Q2 2026.
  • Wealth Enhancement Trust Services left its State Street Ultra Short Term Bond ETF share count unchanged in Q2 2026.
  • State Street Ultra Short Term Bond ETF made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1238 holding.
  • Wealth Enhancement Trust Services first reported a position in State Street Ultra Short Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's State Street Ultra Short Term Bond ETF position peaked at $527 in Q1 2026.
  • 81 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2026.

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