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BOLTON SECURITIES CORPORATION’s Westwood Salient Enhanced Energy Income ETF WEEI Stock Holding History

BOLTON SECURITIES CORPORATION’s Portfolio WEEI Stock Details WEEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.48M Buy
+60,264
New +$1.4M 0.07% 295
2025
Q3 		$395K Buy
+18,645
New +$393K 0.02% 570

Other funds holding WEEI

Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Nottingham Advisors
Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Chapin Davis
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
Founders Financial Alliance
Founders Financial Alliance Raleigh, North Carolina $723M AUM 19.75% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's WEEI Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Westwood Salient Enhanced Energy Income ETF (WEEI) in Q1 2026: 60,264 shares worth $1.48M. The stake represents 0.07% of the portfolio and ranks #295 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in WEEI as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in WEEI in Q3 2025 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold WEEI as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 60,264 shares of Westwood Salient Enhanced Energy Income ETF worth $1.48M as of Q1 2026.
  • Westwood Salient Enhanced Energy Income ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Westwood Salient Enhanced Energy Income ETF made up 0.07% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #295 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Westwood Salient Enhanced Energy Income ETF in Q3 2025 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Westwood Salient Enhanced Energy Income ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.