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
ULCC
Frontier Group Holdings, Inc.

Industrials
7.55K
+ 71.76%
$4.34 - $10.06 $32.7K - $75.9K
18.1K $78K
CLOU
Global X Fds Cloud Computing E

ETFs
1.95K
+ 14.08%
$20.99 - $26.34 $40.9K - $51.4K
15.8K $335K
HWC
Hancock Whitney Corp

Financial Services
484
+ 5.08%
$49.61 - $61.03 $24K - $29.5K
10K $525K
NGVT
Ingevity Corp

Basic Materials
333
+ 4.34%
$37.74 - $48.87 $12.6K - $16.3K
8.01K $316K
MHO
M/I Homes, Inc.

Consumer Cyclical
763
+ 17.18%
$113.46 - $138.33 $86.6K - $106K
5.21K $594K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
985
+ 7.61%
$4.18 - $4.41 $4.12K - $4.34K
13.9K $58K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
154
+ 0.41%
$19.8 - $19.97 $3.05K - $3.08K
37.8K $750K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
545
+ 6.1%
$58.11 - $65.29 $31.7K - $35.6K
9.47K $561K
PANL
Pangaea Logistics Solutions Ltd.

Industrials
2.55K
+ 15.94%
$4.75 - $5.7 $12.1K - $14.5K
18.6K $88K
CBNK
Capital Bancorp Inc

Financial Services
127
+ 1.18%
$26.76 - $32.36 $3.4K - $4.11K
10.9K $308K
PFFR
Etfis Ser Tr I Infracap Reit P

ETFs
2.25K
+ 1.36%
$18.12 - $19.07 $40.8K - $42.9K
168K $3.07M
HSC
Harsco Corp

Industrials
136
+ 1.35%
N/A
10.2K $73K
HYD
Vaneck High Yield Muni ETF

ETFs
804
+ 1.76%
$50.79 - $52.53 $40.8K - $42.2K
46.4K $2.37M
Ab Active Etfs Inc
82K
+ 242.74%
N/A
116K $0
Ab Active Etfs Inc
8.16K
+ 10.71%
N/A
84.3K $0
Ab Active Etfs Inc
26.1K
+ 37.24%
N/A
96.1K $0
Alps ETF Tr
3.16M
+ 8.85%
N/A
38.8M $0
Ea Series Trust
171K
+ 11.87%
N/A
1.61M $0
ALCC
Alt C Acquisition Corp.

Financial Services
11.7K
New
N/A
11.7K $0
Greystone Housing Impact Inv
434
+ 1.43%
N/A
30.7K $0
American Beacon Select Funds
24.8K
+ 21.08%
N/A
142K $0
American Beacon Select Funds
131K
+ 9.89%
N/A
1.46M $0
Amentum Holdings Inc
37.1K
+ 32.3%
N/A
152K $0
Amplify ETF Tr
4.7K
+ 3.67%
N/A
133K $0
IDVO
Amplify ETF Tr Intl Enhanced D
38.9K
New
N/A
38.9K $0
UYLD
Angel Oak Fds Tr Ultrashort In
779K
+ 10.67%
N/A
8.08M $0
Annaly Capital Management In
2.9K
+ 5.96%
N/A
51.6K $0
Ark 21 Shares Bitcoin ETF
2.41K
+ 64.27%
N/A
6.16K $0
Arm Holdings PLC
471
+ 6.5%
N/A
7.71K $0
Array Technologies Inc
25K
New
N/A
25K $0
AIZ
Assurant, Inc.

Financial Services
101
+ 1.67%
$198.92 - $218.67 $20.1K - $22.1K
6.14K $1.29M
Atlassian Corporation
8.84K
+ 70.34%
N/A
21.4K $0
Bank America Corp
11
+ 2.29%
N/A
491 $0
Bitwise Ethereum ETF
21.1K
+ 202.02%
N/A
31.6K $0
Blackrock ETF Trust Ii
7.44K
+ 93.5%
N/A
15.4K $0
Blackrock ETF Trust Ii
23.5K
New
N/A
23.5K $0
Blackrock ETF Trust Ii
43.9K
New
N/A
43.9K $0
Blackrock ETF Trust Ii
7.54K
New
N/A
7.54K $0
Blackrock Inc
1.74K
+ 5.22%
N/A
35K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
17.8K
New
N/A
17.8K $0
Brookfield Corp
694
+ 0.6%
N/A
116K $0
Brookfield Asset Managmt LTD
854
+ 2.03%
N/A
43K $0
BFA
Brown Forman Corp Cl A
9.66K
New
N/A
9.66K $0
BFB
Brown Forman Corp Cl B
40.5K
+ 48.28%
N/A
124K $0
BHRB
Burke Herbert Finl Svcs Corp C
23
+ 0.38%
N/A
6.13K $0
CHY
Calamos Convertible & High Income Fund

Financial Services
2.97K
+ 20.46%
$10.1 - $12.0 $30K - $35.7K
17.5K $176K
Canadian Pacific Kansas City
8.63K
+ 8.26%
N/A
113K $0
CGMU
Capital Group Core Plus Income
11.5K
+ 5.98%
N/A
203K $0
CGMS
Capital Grp Core Plus Income E
220K
+ 13.76%
N/A
1.82M $0
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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