Wealth Enhancement Advisory Services, LLC Purchases in Q1 2025

Wealth Enhancement Advisory Services, LLC

  • $49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TWLO
Twilio Inc

Communication Services
3.76K
+ 19.59%
$94.9 - $148.35 $357K - $558K
23K $2.25M
ECOW
Pacer Fds Tr Emerging Markets

ETFs
2.77K
+ 2.53%
$19.03 - $20.94 $52.8K - $58K
112K $2.3M
EPR
Epr Properties

Real Estate
838
+ 5.49%
$43.98 - $53.81 $36.9K - $45.1K
16.1K $847K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
2.56K
+ 21.78%
$59.15 - $62.71 $151K - $161K
14.3K $883K
VNLA
Janus Henderson Short Duration

ETFs
3.06K
+ 4.32%
$48.89 - $49.21 $150K - $151K
74K $3.64M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
4.1K
+ 34.53%
$36.46 - $39.9 $150K - $164K
16K $611K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
4K
+ 58.95%
$42.86 - $45.92 $171K - $184K
10.8K $468K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
11.4K
+ 66.88%
$14.22 - $14.83 $162K - $169K
28.5K $411K
CNI
Canadian National Railway CO

Industrials
2.57K
+ 12.06%
$95.46 - $106.79 $246K - $275K
23.9K $2.33M
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.23K
+ 10.61%
$113.59 - $123.29 $139K - $151K
12.8K $1.49M
TDY
Teledyne Technologies Inc

Technology
205
+ 11.17%
$455.51 - $518.84 $93.4K - $106K
2.04K $1.02M
TD
Toronto Dominion Bank

Financial Services
928
+ 5.75%
$53.12 - $61.15 $49.3K - $56.7K
17.1K $1.02M
SCI
Service Corp International

Consumer Cyclical
1.97K
+ 18.93%
$75.99 - $84.16 $149K - $165K
12.3K $990K
HYLB
Xtrackers Usd High Yield Corp

ETFs
4.42K
+ 6.66%
$35.96 - $36.72 $159K - $162K
70.8K $2.56M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
5.45K
+ 38.73%
$21.95 - $24.74 $120K - $135K
19.5K $473K
LC
Lending Club Corp

Financial Services
15.6K
New
$10.25 - $17.51 $160K - $273K
15.6K $161K
SNDX
Syndax Pharmaceuticals Inc

Healthcare
13.2K
New
$12.29 - $16.38 $162K - $216K
13.2K $161K
CYBR
Cyber Ark Software Ltd.

Technology
431
+ 14.26%
$312.8 - $414.31 $135K - $179K
3.45K $1.17M
GNTX
Gentex Corp

Consumer Cyclical
15K
+ 42.89%
$23.3 - $28.48 $350K - $428K
50.1K $1.17M
ASB
Associated Banc Corp

Financial Services
8.46K
+ 37.34%
$21.06 - $25.63 $178K - $217K
31.1K $700K
FCPI
Fidelity Covington Tr Stocks F

ETFs
3.83K
+ 4.18%
$41.93 - $46.57 $161K - $179K
95.5K $4.13M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
4.1K
+ 47.67%
$38.0 - $38.88 $156K - $159K
12.7K $485K
VSAT
Viasat Inc

Technology
15.3K
New
$7.51 - $11.81 $115K - $180K
15.3K $159K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
65.1K
+ 21.11%
$47.79 - $59.89 $3.11M - $3.9M
373K $18.8M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
3.77K
+ 42.75%
$25.2 - $68.74 $95K - $259K
12.6K $371K
PSMT
Pricesmart Inc

Consumer Defensive
1.93K
+ 68.1%
$82.4 - $94.86 $159K - $183K
4.76K $418K
YYY
Amplify ETF Tr High Income ETF

ETFs
13.8K
New
$11.38 - $12.01 $157K - $166K
13.8K $157K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
3.57K
+ 66.65%
$42.36 - $43.8 $151K - $156K
8.93K $386K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
852
+ 2.97%
$42.3 - $53.69 $36K - $45.7K
29.5K $1.54M
ASTS
Ast Space Mobile, Inc.

Communication Services
5.97K
+ 58.13%
$17.72 - $33.8 $106K - $202K
16.2K $369K
CPNG
Coupang, Inc.

Consumer Cyclical
7K
+ 73.47%
$21.34 - $25.52 $149K - $179K
16.5K $362K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
6.74K
+ 17.72%
$23.19 - $23.5 $156K - $158K
44.8K $1.04M
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
21.1K
New
$7.17 - $12.89 $151K - $272K
21.1K $151K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
7.37K
+ 12.01%
$21.3 - $22.61 $157K - $167K
68.7K $1.47M
FENY
Fidelity Covington Tr Msci Ene

ETFs
4.91K
+ 33.14%
$23.24 - $26.16 $114K - $128K
19.7K $503K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
20K
+ 113.7%
$7.06 - $9.39 $142K - $188K
37.7K $282K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
2.68K
+ 82.2%
$69.67 - $86.15 $187K - $231K
5.94K $424K
ENPH
Enphase Energy, Inc.

Technology
3.09K
+ 47.77%
$52.87 - $73.51 $163K - $227K
9.56K $592K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
460
+ 3.91%
$60.74 - $73.87 $27.9K - $34K
12.2K $902K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.22K
+ 3.64%
$9.49 - $14.83 $11.6K - $18.1K
34.8K $473K
SELV
Sei Exchange Traded Fds Enhanc

ETFs
3.71K
+ 13.13%
$28.65 - $30.72 $106K - $114K
32K $970K
NU
Nu Holdings Ltd.

Financial Services
17.5K
+ 6.62%
$10.12 - $13.95 $177K - $245K
282K $2.89M
DAR
Darling Ingredients Inc.

Consumer Defensive
5.45K
+ 53.96%
$28.51 - $41.85 $155K - $228K
15.6K $485K
NEU
Newmarket Corp

Basic Materials
223
+ 45.05%
$482.93 - $570.11 $108K - $127K
718 $406K
FR
First Industrial Realty Trust Inc

Real Estate
2.11K
+ 26.9%
$48.46 - $57.99 $102K - $122K
9.94K $536K
FOXA
Fox Corp

Communication Services
1.07K
+ 10.19%
$47.9 - $58.0 $51.1K - $61.9K
11.5K $652K
OTTR
Otter Tail Corp

Utilities
375
+ 2.14%
$72.43 - $83.38 $27.2K - $31.3K
17.9K $1.44M
TW
Tradeweb Markets Inc.

Financial Services
729
+ 36.21%
$123.42 - $148.46 $90K - $108K
2.74K $407K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
8.66K
+ 8.22%
$12.04 - $13.32 $104K - $115K
114K $1.43M
Activity Summary
Buys All Purchases 1817 New Holdings 260 Increased Positions 1557 Sells All Sells 1031 Reductions 1031 Sold out 0 Options Calls 23 Puts 12
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