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
COMM
Comm Scope Holding Company, Inc.

Technology
26.9K
New
$4.63 - $6.35 $125K - $171K
26.9K $143K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
7.68K
+ 44.94%
$18.54 - $18.88 $142K - $145K
24.8K $462K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
4.41K
+ 51.51%
$34.08 - $35.99 $150K - $159K
13K $443K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
11.5K
+ 24.27%
$12.03 - $12.69 $138K - $146K
58.8K $718K
G
Genpact LTD

Technology
1.65K
+ 20.64%
$42.88 - $55.54 $70.8K - $91.7K
9.65K $486K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
10.5K
New
$11.66 - $14.98 $122K - $157K
10.5K $142K
DNP
Dnp Select Income Fund Inc

Financial Services
7.7K
+ 12.68%
$8.93 - $9.92 $68.7K - $76.4K
68.4K $676K
JD
Jd.Com, Inc.

Consumer Cyclical
1.5K
+ 12.19%
$33.1 - $45.21 $49.7K - $68K
13.8K $568K
LNW
Light & Wonder, Inc.

Consumer Cyclical
1.63K
+ 63.77%
$85.08 - $111.48 $139K - $182K
4.19K $362K
KIO
Kkr Income Opportunities Fund

Financial Services
14K
+ 47.52%
$12.16 - $13.6 $170K - $190K
43.4K $533K
BALL
Ball Corp

Consumer Cyclical
3.68K
+ 19.55%
$49.04 - $56.53 $180K - $208K
22.5K $1.17M
CSGP
Costar Group, Inc.

Real Estate
10
+ 0.06%
$69.29 - $80.37 $693 - $804
18.1K $1.43M
IYY
Ishares Tr

ETFs
3.76K
+ 7.82%
$134.05 - $149.75 $503K - $562K
51.8K $7.02M
KURA
Kura Oncology, Inc.

Healthcare
21.1K
New
$6.6 - $9.05 $139K - $191K
21.1K $139K
ZG
Zillow Group, Inc.

Communication Services
2.29K
+ 60.92%
$66.41 - $85.29 $152K - $195K
6.04K $404K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
5.77K
+ 27.87%
$23.55 - $23.74 $136K - $137K
26.5K $623K
ALGN
Align Technology Inc

Healthcare
2.88K
+ 44.33%
$158.86 - $234.89 $458K - $677K
9.38K $1.49M
CVE
Cenovus Energy Inc.

Energy
15.2K
+ 24.12%
$12.24 - $15.63 $186K - $238K
78.3K $1.09M
DVA
Davita Inc.

Healthcare
800
+ 22.53%
$140.0 - $177.35 $112K - $142K
4.35K $665K
MIDD
Middleby Corp

Industrials
415
+ 10.0%
$133.93 - $172.89 $55.6K - $71.7K
4.56K $693K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
1.03K
+ 22.34%
$123.11 - $130.57 $126K - $134K
5.61K $706K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
4.26K
+ 10.48%
$37.87 - $39.86 $161K - $170K
44.8K $1.71M
IWC
Russell Micro Cap ETF

ETFs
1.95K
+ 43.83%
$110.91 - $133.46 $216K - $260K
6.39K $708K
PEN
Penumbra Inc

Healthcare
136
+ 4.37%
$237.28 - $303.76 $32.3K - $41.3K
3.25K $869K
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
5.97K
+ 8.14%
$31.66 - $34.73 $189K - $207K
79.3K $2.56M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
2.59K
+ 28.62%
$68.37 - $87.97 $177K - $227K
11.6K $798K
PEGA
Pegasystems Inc

Technology
5.63K
+ 50.68%
$68.14 - $112.29 $383K - $632K
16.7K $1.16M
FLNC
Fluence Energy, Inc.

Utilities
26.3K
New
$4.85 - $17.66 $128K - $464K
26.3K $127K
REAL
The Real Real, Inc.

Consumer Cyclical
23.6K
New
$5.11 - $9.93 $121K - $235K
23.6K $127K
WY
Weyerhaeuser CO

Real Estate
1.52K
+ 2.1%
$27.29 - $31.39 $41.6K - $47.8K
74.2K $2.17M
REXR
Rexford Industrial Realty, Inc.

Real Estate
2.99K
+ 16.89%
$37.17 - $41.44 $111K - $124K
20.7K $809K
MHK
Mohawk Industries Inc

Consumer Cyclical
1.27K
+ 32.46%
$110.92 - $130.83 $141K - $166K
5.17K $590K
NLOK
Norton Life Lock Inc.

Technology
5.8K
+ 11.79%
N/A
55K $1.18M
RMBS
Rambus Inc

Technology
2.52K
+ 57.45%
$51.55 - $68.59 $130K - $173K
6.91K $357K
RGTI
Rigetti Computing, Inc.

Technology
15.9K
New
$6.05 - $19.51 $96K - $310K
15.9K $125K
RKT
Rocket Companies, Inc.

Financial Services
10.4K
New
$10.28 - $15.77 $107K - $164K
10.4K $125K
INGR
Ingredion Inc

Consumer Defensive
1.11K
+ 9.95%
$125.6 - $137.36 $140K - $153K
12.3K $1.66M
PBRA
Petroleo Bras Ads (Ea Reptg 2
9.49K
+ 21.26%
N/A
54.1K $710K
PBI
Pitney Bowes Inc

Industrials
13.7K
New
$7.03 - $10.86 $96.3K - $149K
13.7K $124K
DVYE
Ishares Emerging Markets Divid

ETFs
2.93K
+ 10.21%
$25.08 - $27.99 $73.4K - $81.9K
31.6K $863K
PBA
Pembina Pipeline Corp

Energy
1.82K
+ 11.15%
$35.13 - $40.12 $64.1K - $73.2K
18.2K $727K
SHYD
Vaneck Short High Yield Muni E

ETFs
5.42K
+ 16.57%
$22.46 - $22.9 $122K - $124K
38.2K $858K
ARLO
Arlo Technologies, Inc.

Industrials
12.4K
New
$9.87 - $14.38 $123K - $179K
12.4K $122K
RGNX
Regenxbio Inc.

Healthcare
17.2K
New
$5.92 - $8.7 $102K - $149K
17.2K $122K
AOS
Smith A O Corp

Industrials
2.08K
+ 41.64%
$65.16 - $72.69 $136K - $151K
7.09K $463K
WDFC
Wd 40 CO

Basic Materials
491
+ 36.67%
$226.67 - $250.92 $111K - $123K
1.83K $446K
BKNG
Booking Holdings Inc.

Consumer Cyclical
559
+ 8.23%
$4295.4 - $5141.88 $2.4M - $2.87M
7.35K $33.9M
DXCM
Dexcom Inc

Healthcare
6.18K
+ 19.47%
$67.74 - $90.75 $419K - $561K
37.9K $2.59M
AA
Alcoa Corp

Basic Materials
6.45K
+ 61.59%
$30.5 - $39.53 $197K - $255K
16.9K $515K
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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