Position in NDAQ
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$201,779
-$98,731 QoQ
Shares Held
2,560
-27.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#828
of 1,081 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NDAQ Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $1,538,672 across 9 Financial Data & Stock Exchanges names. NDAQ ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
2,282 | $831,857 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
2,598 | $319,839 | |
| 3 | NDAQ |
Nasdaq, Inc.
This page
|
2,560 | $201,779 | |
| 4 | MSCI |
MSCI Inc.
|
147 | $82,325 | |
| 5 | MCO |
Moodys Corp /De/
|
141 | $63,860 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
61 | $14,802 | |
| 7 | MORN |
Morningstar, Inc.
|
89 | $13,885 | |
| 8 | FDS |
Factset Research Systems Inc
|
42 | $9,663 |
All Filings in NDAQ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,779 | 2,560 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $300,510 | 3,540 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||