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
AMPL
Amplitude, Inc.

Technology
9.23K
+ 87.74%
$7.71 - $12.97 $71.1K - $120K
19.7K $244K
CGCP
Capital Group Core Plus Income

ETFs
2.63K
+ 0.17%
$21.92 - $22.56 $57.5K - $59.2K
1.56M $35M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.64K
+ 1.79%
$44.68 - $45.96 $118K - $121K
150K $6.88M
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
12.4K
+ 58.54%
$6.26 - $9.51 $77.3K - $117K
33.4K $287K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
1.9K
+ 19.69%
$35.46 - $44.91 $67.5K - $85.5K
11.6K $512K
HAFC
Hanmi Financial Corp

Financial Services
3.66K
+ 16.84%
$20.42 - $24.81 $74.8K - $90.9K
25.4K $627K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
8.96K
+ 47.24%
$2.39 - $6.79 $21.4K - $60.9K
27.9K $189K
LPRO
Open Lending Corp

Financial Services
70.1K
New
$0.83 - $2.27 $58.2K - $159K
70.1K $135K
R
Ryder System Inc

Industrials
239
+ 3.79%
$130.14 - $160.88 $31.1K - $38.5K
6.54K $1.04M
BSM
Black Stone Minerals, L.P.

Energy
10.3K
New
$12.78 - $15.36 $131K - $158K
10.3K $134K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
5.6K
+ 3.29%
$18.28 - $18.7 $102K - $105K
176K $3.29M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
4.42K
+ 3.38%
$24.94 - $25.42 $110K - $112K
135K $3.44M
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.18K
+ 13.14%
$91.23 - $97.27 $107K - $114K
10.1K $984K
SNEX
Stone X Group Inc.

Financial Services
194
+ 2.55%
$69.59 - $94.15 $13.5K - $18.3K
7.82K $712K
SXC
Sun Coke Energy, Inc.

Basic Materials
16K
+ 138.62%
$7.75 - $9.8 $124K - $157K
27.6K $236K
PRG
Prog Holdings, Inc.

Industrials
2.2K
+ 9.31%
$24.02 - $30.31 $52.8K - $66.7K
25.8K $757K
RGNX
Regenxbio Inc.

Healthcare
13.5K
+ 78.37%
$5.31 - $10.4 $71.5K - $140K
30.6K $251K
LKQ
Lkq Corp

Consumer Cyclical
5.28K
+ 43.04%
$36.86 - $43.38 $195K - $229K
17.5K $649K
AM
Antero Midstream Corp

Energy
4.41K
+ 9.31%
$15.88 - $18.99 $70K - $83.7K
51.8K $980K
LBRT
Liberty Energy Inc.

Energy
29.3K
+ 60.96%
$10.0 - $16.08 $293K - $471K
77.4K $888K
NVR
Nvr Inc

Consumer Cyclical
11
+ 3.31%
$6700.0 - $7410.93 $73.7K - $81.5K
343 $2.53M
RNR
Renaissancere Holdings LTD

Financial Services
446
+ 6.51%
$220.37 - $253.95 $98.3K - $113K
7.29K $1.77M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
181
+ 2.72%
$103.49 - $133.44 $18.7K - $24.2K
6.83K $900K
TTC
Toro CO

Industrials
3.1K
+ 6.82%
$63.51 - $77.8 $197K - $241K
48.5K $3.43M
SNN
Smith & Nephew PLC

Healthcare
1.51K
+ 4.37%
$24.97 - $30.63 $37.8K - $46.3K
36.1K $1.11M
ESS
Essex Property Trust, Inc.

Real Estate
454
+ 4.5%
N/A
10.5K $2.88M
FUL
Fuller H B CO

Basic Materials
1.39K
+ 13.95%
$48.43 - $61.99 $67.1K - $85.9K
11.3K $681K
MP
Mp Materials Corp.

Basic Materials
358
+ 2.84%
$18.77 - $37.74 $6.72K - $13.5K
13K $431K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
11K
+ 14.92%
$7.2 - $8.65 $79.2K - $95.2K
84.7K $732K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
1.35K
+ 6.38%
$26.99 - $33.86 $36.4K - $45.6K
22.4K $752K
CLH
Clean Harbors Inc

Industrials
27
+ 0.78%
$182.1 - $233.5 $4.92K - $6.3K
3.47K $802K
APLE
Apple Hospitality Reit, Inc.

Real Estate
12.4K
+ 71.36%
$10.66 - $12.92 $132K - $160K
29.7K $346K
CLDT
Chatham Lodging Trust

Real Estate
17.7K
New
$6.11 - $7.33 $108K - $130K
17.7K $123K
ORCC
Owl Rock Capital Corp

Financial Services
9.2K
+ 17.37%
N/A
62.2K $832K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
1.26K
+ 2.11%
$98.34 - $98.77 $124K - $124K
60.7K $6M
CYRX
Cryoport, Inc.

Industrials
16.1K
New
$4.95 - $7.46 $79.8K - $120K
16.1K $120K
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
4.21K
+ 41.37%
$21.49 - $24.4 $90.5K - $103K
14.4K $351K
PFGC
Performance Food Group CO

Consumer Defensive
747
+ 12.03%
$71.62 - $89.56 $53.5K - $66.9K
6.96K $608K
CWK
Cushman & Wakefield PLC

Real Estate
10.9K
New
$7.9 - $11.13 $85.8K - $121K
10.9K $120K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
13.2K
+ 73.68%
$6.66 - $8.12 $87.9K - $107K
31.1K $252K
VLT
Invesco High Income Trust Ii

Financial Services
10.9K
New
$9.56 - $10.94 $105K - $120K
10.9K $119K
EQR
Equity Residential

Real Estate
3K
+ 14.54%
$61.82 - $71.72 $185K - $215K
23.6K $1.59M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.18K
+ 34.04%
$50.09 - $51.09 $109K - $111K
8.59K $438K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
4.72K
+ 31.83%
$19.41 - $22.77 $91.6K - $107K
19.5K $444K
JAMF
Jamf Holding Corp.

Technology
12.4K
New
$9.09 - $12.65 $112K - $157K
12.4K $117K
NRZ
New Residential Investment Corp.

Real Estate
16.1K
+ 9.05%
N/A
195K $1.41M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
721
+ 23.3%
$90.58 - $109.05 $65.3K - $78.6K
3.82K $416K
POWL
Powell Industries Inc

Industrials
184
+ 9.49%
$159.38 - $211.34 $29.3K - $38.9K
2.12K $446K
FNX
First Tr Mid Cap Core Alphadex

ETFs
18
+ 0.09%
$94.92 - $114.85 $1.71K - $2.07K
19.4K $2.23M
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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