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Portfolio (Quarterly) Guide ↗

Financial Enhancement Group LLC

· CIK 0001641438
13F Portfolio $839M AUM 141 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 61 Added 38 Reduced 9 Exited
Page 2 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RSP INVESCO EXCHANGE TRADED FD T 40,088.0 $8.5M 1.02% +11K +37.1% $212.77 +3.7%
22 XLE SELECT SECTOR SPDR TR 142,533.0 $7.6M 0.90% +5K +3.6% $53.11 +20.0%
23 JAAA JANUS DETROIT STR TR 135,302.0 $6.8M 0.81% +3K +2.3% $50.49 +0.3%
24 KR KROGER CO Consumer Defensive 122,819.0 $6.8M 0.81% +14K +13.1% $55.53 +1.2%
25 JBBB JANUS DETROIT STR TR 137,186.0 $6.5M 0.78% +5K +3.8% $47.35 +0.3%
26 AGGH SIMPLIFY EXCHANGE TRADED FUN 297,216.0 $6.0M 0.71% +13K +4.4% $20.17 -1.5%
27 SPEM SPDR INDEX SHS FDS 111,791.0 $5.8M 0.69% +8K +8.1% $51.78 +0.5%
28 HEQT SIMPLIFY EXCHANGE TRADED FUN 139,291.0 $4.7M 0.56% +3K +2.0% $33.54 +2.1%
29 NEE NEXTERA ENERGY INC Utilities 51,418.0 $4.5M 0.54% +844.0 +1.7% $87.77 -3.1%
30 GRNY TIDAL TRUST I 152,047.0 $4.2M 0.50% +8K +5.8% $27.65 -0.6%
31 GLDM WORLD GOLD TR Financial Services 49,899.0 $4.0M 0.47% +4K +7.8% $79.42 +12.6%
32 IBIT ISHARES BITCOIN TRUST ETF Financial Services 111,245.0 $3.7M 0.44% +4K +3.6% $33.29 +23.6%
33 KOMP SPDR SERIES TRUST 51,671.0 $3.7M 0.44% +2K +4.3% $71.50 -4.1%
34 SPY STATE STR SPDR S&P 500 ETF T Financial Services 4,883.0 $3.6M 0.43% +206.0 +4.4% $746.77 +2.2%
35 BX BLACKSTONE INC Financial Services 30,659.0 $3.6M 0.43% +3K +10.6% $117.67 +20.6%
36 SPMD SPDR SERIES TRUST 39,204.0 $2.6M 0.32% +2K +4.3% $67.56 -0.9%
37 MTUM ISHARES TR 7,225.0 $2.5M 0.29% +194.0 +2.8% $342.83 -11.2%
38 VYM VANGUARD WHITEHALL FDS 15,239.0 $2.4M 0.29% +812.0 +5.6% $158.03 +3.9%
39 SPTM SPDR SERIES TRUST 25,531.0 $2.3M 0.28% +373.0 +1.5% $90.79 +2.1%
40 VBR VANGUARD INDEX FDS 8,057.0 $2.0M 0.23% +465.0 +6.1% $242.99 +1.9%
Page 2 of 4  ·  61 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 39.8%
Technology 28.2%
Basic Materials 9.1%
Healthcare 6.0%
Consumer Defensive 4.8%
Industrials 4.7%
Utilities 4.4%
Consumer Cyclical 1.9%
Communication Services 0.7%
Energy 0.3%