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
AGNC
Agnc Investment Corp.

Real Estate
58.8K
+ 49.97%
$8.12 - $9.49 $478K - $558K
177K $1.62M
PAPR
Innovator U.S. Equity Power Bu

ETFs
10.4K
+ 15.89%
$33.22 - $37.29 $345K - $387K
75.7K $2.82M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
203
+ 1.28%
$160.22 - $209.35 $32.5K - $42.5K
16.1K $3.37M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
5.86K
+ 102.07%
$59.57 - $75.11 $349K - $440K
11.6K $870K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
3.36K
+ 18.67%
$60.22 - $80.1 $203K - $269K
21.4K $1.71M
DVYE
Ishares Emerging Markets Divid

ETFs
15.5K
+ 48.98%
$23.95 - $29.03 $370K - $449K
47.1K $1.35M
TCHP
T Rowe Price Exchange Traded F

Technology
896
+ 1.47%
$34.07 - $45.35 $30.5K - $40.6K
62K $2.81M
EMB
Ishares Tr

ETFs
3.15K
+ 3.71%
$86.54 - $92.62 $272K - $291K
87.9K $8.15M
PAYC
Paycom Software, Inc.

Technology
745
+ 3.13%
$193.07 - $265.71 $144K - $198K
24.5K $5.68M
CMCSA
Comcast Corp

Communication Services
43.3K
+ 4.9%
$32.84 - $36.72 $1.42M - $1.59M
927K $33.1M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
20.9K
+ 13.38%
$22.81 - $22.97 $476K - $479K
177K $4.05M
ICFI
Icf International, Inc.

Industrials
5.61K
New
$78.62 - $88.51 $441K - $496K
5.61K $475K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
5.28K
+ 30.79%
$68.45 - $79.52 $361K - $420K
22.4K $1.78M
NVST
Envista Holdings Corp

Healthcare
18.7K
+ 39.52%
$14.76 - $19.67 $276K - $368K
66K $1.29M
FRPT
Freshpet, Inc.

Consumer Defensive
8.19K
+ 148.18%
$67.88 - $89.64 $556K - $734K
13.7K $931K
HSIC
Henry Schein Inc

Healthcare
3.14K
+ 5.92%
$62.7 - $73.66 $197K - $232K
56.3K $4.11M
AB
Alliancebernstein Holding L.P.

Financial Services
297
+ 0.16%
$33.0 - $41.77 $9.8K - $12.4K
183K $7.47M
PHI
Pldt Inc.

Communication Services
21.6K
New
$20.74 - $23.86 $448K - $516K
21.6K $470K
LEVI
Levi Strauss & CO

Consumer Cyclical
25.3K
New
$12.42 - $18.62 $314K - $471K
25.3K $467K
PQDI
Prin Exch Trad Fds Prin Spectr

Technology
22.2K
+ 16.19%
$18.56 - $19.33 $412K - $429K
159K $3.08M
PECO
Phillips Edison & Company, Inc.

Real Estate
17.4K
+ 17.7%
$33.53 - $37.33 $582K - $648K
115K $4.04M
VTRS
Viatris Inc

Healthcare
45.4K
+ 17.81%
$7.26 - $9.12 $330K - $414K
300K $2.68M
AMBA
Ambarella Inc

Technology
7K
New
$40.3 - $69.3 $282K - $485K
7K $462K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.81K
+ 8.11%
$70.56 - $87.22 $198K - $245K
37.5K $3.27M
AWR
American States Water CO

Utilities
6.1K
+ 111.5%
$75.1 - $81.3 $458K - $496K
11.6K $886K
AVIV
American Centy ETF Tr Avantis
6.67K
+ 95.85%
$50.27 - $62.84 $335K - $419K
13.6K $848K
UTG
Reaves Utility Income Fund

Financial Services
7.73K
+ 16.46%
$29.08 - $36.18 $225K - $280K
54.7K $1.98M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
20.4K
+ 18.25%
$20.12 - $21.0 $410K - $428K
132K $2.76M
VRSK
Verisk Analytics, Inc.

Industrials
631
+ 3.44%
$277.03 - $321.33 $175K - $203K
19K $5.91M
SHAK
Shake Shack Inc.

Consumer Cyclical
806
+ 12.55%
$75.85 - $140.6 $61.1K - $113K
7.23K $1.02M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
1.28K
+ 57.32%
$160.63 - $257.78 $206K - $331K
3.52K $902K
EVER
Ever Quote, Inc.

Communication Services
18.6K
New
$20.21 - $26.71 $375K - $495K
18.6K $448K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
29.9K
+ 50.36%
$13.57 - $16.83 $405K - $502K
89.1K $1.39M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
2.33K
+ 11.62%
$27.82 - $46.45 $64.7K - $108K
22.3K $1.04M
PARR
Par Pacific Holdings, Inc.

Energy
16.7K
New
$12.23 - $27.87 $204K - $465K
16.7K $442K
SLM
Slm Corp

Financial Services
9.8K
+ 27.68%
$24.84 - $34.36 $244K - $337K
45.2K $1.48M
AFRM
Affirm Holdings, Inc.

Technology
6.38K
New
$35.75 - $69.14 $228K - $441K
6.38K $441K
ALV
Autoliv Inc

Consumer Cyclical
3.94K
New
$76.77 - $113.1 $303K - $446K
3.94K $441K
BITQ
Exchange Traded Concepts Tr Bi

ETFs
3.66K
+ 7.55%
$10.8 - $19.72 $39.5K - $72.1K
52.1K $1.03M
ACMR
Acm Research, Inc.

Technology
16.9K
New
$18.33 - $26.51 $311K - $449K
16.9K $438K
BNS
Bank Of Nova Scotia

Financial Services
413
+ 0.78%
$44.56 - $55.27 $18.4K - $22.8K
53.4K $2.95M
SONO
Sonos Inc

Technology
40.6K
New
$7.7 - $11.25 $313K - $457K
40.6K $438K
VRNT
Verint Systems Inc

Technology
13.5K
New
N/A
13.5K $438K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
3.81K
New
$93.75 - $114.45 $358K - $437K
3.81K $436K
LPG
Dorian Lpg Ltd.

Energy
17.9K
New
$17.34 - $25.75 $310K - $461K
17.9K $436K
AMKR
Amkor Technology, Inc.

Technology
17.7K
+ 84.5%
$14.88 - $21.18 $264K - $375K
38.7K $811K
CMPR
Cimpress PLC

Communication Services
9.14K
New
$39.23 - $47.35 $358K - $433K
9.14K $429K
LCID
Lucid Group, Inc.

Consumer Cyclical
204K
+ 974.47%
$2.1 - $2.96 $428K - $604K
225K $474K
SWX
Southwest Gas Holdings, Inc.

Utilities
5.71K
New
$66.91 - $76.44 $382K - $436K
5.71K $424K
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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