Wealth Enhancement Trust Services, Inc.
Position in IEX — Idex Corp /De/
CIK 2067696
SIOUX FALLS, SD
Position in IEX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,134
+$187 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#649
of 677 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $5,596,120 across 30 Specialty Industrial Machinery names. IEX ranks #25 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
1,751 | $1,712,687 | |
| 2 | GEV |
GE Vernova Inc.
|
1,397 | $1,641,279 | |
| 3 | ROK |
Rockwell Automation, Inc
|
1,141 | $564,886 | |
| 4 | EMR |
Emerson Electric Co
|
3,441 | $492,579 | |
| 5 | ITW |
Illinois Tool Works Inc
|
1,477 | $399,483 | |
| 6 | CMI |
Cummins Inc
|
392 | $279,578 | |
| 7 | AME |
Ametek Inc/
|
613 | $148,309 | |
| 8 | ETN |
Eaton Corp plc
|
242 | $103,121 |
All Filings in IEX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,134 | 5 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $947 | 5 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $889 | 5 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||