Wealth Enhancement Advisory Services, LLC Purchases in Q2 2025

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FTSL
First Trust Senior Ln Fund

ETFs
20K
+ 8.09%
$44.58 - $46.07 $890K - $920K
267K $12.2M
VFH
Vanguard Financial ETF

ETFs
129
+ 0.12%
$104.87 - $127.3 $13.5K - $16.4K
104K $13.2M
DLR
Digital Realty Trust, Inc.

Real Estate
2K
+ 9.92%
$136.11 - $177.69 $272K - $356K
22.2K $3.87M
IYY
Ishares Tr

ETFs
1.15K
+ 2.21%
$120.9 - $150.87 $138K - $173K
53K $7.99M
HAL
Halliburton CO

Energy
86.7K
+ 54.34%
$19.26 - $25.7 $1.67M - $2.23M
246K $5.02M
MKC
Mccormick & CO Inc

Consumer Defensive
24K
+ 18.31%
$71.11 - $82.25 $1.71M - $1.98M
155K $11.8M
MGY
Magnolia Oil & Gas Corp

Energy
44.9K
+ 290.14%
$19.6 - $25.72 $880K - $1.15M
60.4K $1.36M
RGA
Reinsurance Group Of America Inc

Financial Services
4.78K
+ 54.37%
$168.32 - $209.71 $804K - $1M
13.6K $2.69M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
5.53K
New
$96.11 - $173.53 $531K - $959K
5.53K $958K
USFR
Wisdomtree Floating Rate Treas

ETFs
19K
+ 2.44%
$50.28 - $50.47 $958K - $961K
800K $40.2M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
10.1K
+ 64.41%
$84.41 - $106.28 $850K - $1.07M
25.7K $2.44M
ADP
Automatic Data Processing Inc

Industrials
732
+ 0.29%
$276.76 - $326.81 $203K - $239K
252K $77.6M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
29.8K
+ 66.83%
$54.08 - $68.32 $1.61M - $2.04M
74.4K $4.09M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3.87K
+ 3.74%
$103.88 - $123.68 $402K - $479K
107K $13.3M
IRM
Iron Mountain Inc

Real Estate
1.16K
+ 2.37%
$76.93 - $105.25 $89.5K - $123K
50.3K $5.15M
BALL
Ball Corp

Consumer Cyclical
15K
+ 66.54%
$44.94 - $56.99 $672K - $852K
37.4K $2.1M
KRG
Kite Realty Group Trust

Real Estate
40.7K
+ 160.94%
$19.53 - $23.3 $795K - $949K
66K $1.5M
LEU
Centrus Energy Corp

Energy
787
+ 12.2%
$54.43 - $208.81 $42.8K - $164K
7.24K $1.33M
FLEX
Flex Ltd.

Technology
1.57K
+ 3.14%
$26.68 - $50.09 $42K - $78.8K
51.8K $2.58M
WHR
Whirlpool Corp

Consumer Cyclical
8.22K
+ 106.35%
$75.71 - $101.42 $622K - $834K
15.9K $1.62M
SITE
Site One Landscape Supply, Inc.

Industrials
7.62K
New
$104.79 - $127.3 $799K - $970K
7.62K $921K
MINO
Pimco ETF Tr Municipal Income

ETFs
21K
+ 91.95%
$43.42 - $45.15 $912K - $949K
43.9K $1.94M
VTHR
Vanguard Russell 3000 ETF

ETFs
2.13K
+ 17.07%
$218.71 - $272.75 $466K - $581K
14.6K $3.99M
HBAN
Huntington Bancshares Inc

Financial Services
21.2K
+ 6.6%
$12.49 - $16.76 $265K - $356K
343K $5.74M
CBZ
Cbiz, Inc.

Industrials
15K
+ 39.07%
$66.19 - $79.64 $991K - $1.19M
53.3K $3.82M
TRNS
Transcat Inc

Industrials
40
+ 0.05%
$72.77 - $94.36 $2.91K - $3.77K
79.3K $6.82M
AVSU
American Centy ETF Tr Avantis

ETFs
695
+ 0.5%
$55.22 - $68.6 $38.4K - $47.7K
139K $9.51M
BHK
Blackrock Core Bond Trust

Financial Services
93.4K
New
$9.5 - $11.0 $887K - $1.03M
93.4K $907K
NVT
N Vent Electric PLC

Industrials
1.66K
+ 4.42%
$45.2 - $73.35 $75.2K - $122K
39.3K $2.88M
PPA
Invesco Exchange Traded Fd Tr

ETFs
4.11K
+ 32.09%
$105.2 - $141.69 $432K - $582K
16.9K $2.39M
RF
Regions Financial Corp

Financial Services
19.6K
+ 8.05%
$18.34 - $23.52 $360K - $462K
264K $6.2M
PCEF
Invesco Cef Income Composite E

ETFs
30.5K
+ 6.94%
$16.85 - $19.54 $513K - $595K
469K $9.17M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
4.27K
+ 5.4%
$72.61 - $88.75 $310K - $379K
83.4K $7.4M
JCPB
J P Morgan Exchange Traded Fd

ETFs
19K
+ 8.01%
$45.9 - $47.2 $870K - $895K
256K $12M
BIIB
Biogen Inc.

Healthcare
8.82K
+ 46.29%
$113.38 - $135.49 $1M - $1.19M
27.9K $3.5M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
9.45K
+ 2.51%
$19.51 - $23.9 $184K - $226K
386K $9.21M
ZM
Zoom Video Communications, Inc.

Technology
9.02K
+ 20.42%
$66.7 - $84.62 $601K - $763K
53.2K $4.15M
MOS
Mosaic CO

Basic Materials
12K
+ 25.51%
$22.76 - $36.95 $274K - $445K
59.2K $2.16M
RHI
Robert Half International Inc.

Industrials
46.6K
+ 61.03%
$40.31 - $54.71 $1.88M - $2.55M
123K $5.05M
RWK
Invesco Exchange Traded Fd Tr

ETFs
2.73K
+ 4.41%
$94.8 - $117.22 $259K - $320K
64.7K $7.57M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
29.6K
+ 71.01%
$25.21 - $34.03 $747K - $1.01M
71.3K $2.14M
APO
Apollo Global Management, Inc.

Financial Services
5.77K
+ 55.31%
$108.68 - $145.07 $628K - $838K
16.2K $2.3M
SMG
Scotts Miracle Gro CO

Basic Materials
13.1K
New
$48.21 - $66.48 $633K - $873K
13.1K $866K
IQV
Iqvia Holdings Inc.

Healthcare
7.03K
+ 53.02%
$137.0 - $174.37 $963K - $1.23M
20.3K $3.2M
TDVG
T Rowe Price Exchange Traded F

Technology
17.1K
+ 30.99%
$36.12 - $42.38 $618K - $725K
72.3K $3.06M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
16.3K
+ 226.89%
$43.78 - $51.5 $715K - $841K
23.5K $1.21M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
20.2K
+ 19.59%
$32.99 - $38.56 $667K - $779K
123K $4.68M
STNG
Scorpio Tankers Inc.

Energy
21.7K
New
$31.86 - $44.3 $691K - $961K
21.7K $848K
TXG
10x Genomics, Inc.

Healthcare
64.9K
+ 209.07%
$7.14 - $11.73 $464K - $762K
96K $1.11M
Activity Summary
Buys All Purchases 2174 New Holdings 543 Increased Positions 1631 Sells All Sells 1081 Reductions 1081 Sold out 0 Options Calls 22 Puts 11
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