Wealth Enhancement Trust Services’s Upbound Group UPBD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.4K	Buy	+66	New	+$1.23K	﹤0.01%	1053

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BFA

Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Upbound Group (UPBD) in Q2 2026: 66 shares worth $1.4K. The stake represents ﹤0.01% of the portfolio and ranks #1053 among its holdings.

160 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Wealth Enhancement Trust Services held 66 shares of Upbound Group worth $1.4K as of Q2 2026.
Upbound Group was a new Wealth Enhancement Trust Services position in Q2 2026.
Upbound Group made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1053 holding.
160 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

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