Wealth Enhancement Advisory Services, LLC Purchases in Q3 2025

Wealth Enhancement Advisory Services, LLC

  • $61.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ADEA
Adeia Inc.

Technology
3.3K
New
$12.34 - $16.95 $40.7K - $55.9K
3.3K $55K
BRY
Berry Corp (Bry)

Energy
9.82K
+ 53.18%
$2.8 - $4.11 $27.5K - $40.4K
28.3K $106K
DGICA
Donegal Group Inc

Financial Services
3.28K
+ 22.51%
$16.75 - $19.72 $55K - $64.7K
17.9K $346K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
849
+ 25.13%
$73.7 - $90.42 $62.6K - $76.8K
4.23K $311K
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
17.1K
New
$2.59 - $3.75 $44.4K - $64.2K
17.1K $55K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
3.89K
+ 8.29%
$10.43 - $11.34 $40.5K - $44.1K
50.8K $546K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
499
+ 3.42%
$67.48 - $71.55 $33.7K - $35.7K
15.1K $1.07M
WTS
Watts Water Technologies Inc

Industrials
34
+ 2.53%
$247.02 - $285.86 $8.4K - $9.72K
1.38K $385K
CHW
Calamos Global Dynamic Income Fund

Financial Services
2.5K
+ 2.86%
$7.06 - $7.63 $17.7K - $19.1K
89.9K $677K
NAT
Nordic American Tankers LTD

Industrials
13.5K
+ 35.94%
N/A
50.9K $202K
PPG
Ppg Industries Inc

Basic Materials
5.89K
+ 9.01%
$103.65 - $119.07 $611K - $702K
71.3K $7.49M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
1.91K
+ 4.07%
$12.46 - $13.22 $23.8K - $25.2K
48.8K $635K
BTG
B2 Gold Corp

Basic Materials
10.8K
New
$3.32 - $4.96 $35.9K - $53.6K
10.8K $53K
KNTK
Kinetik Holdings Inc.

Energy
1.38K
+ 28.91%
$39.73 - $46.35 $54.9K - $64.1K
6.16K $263K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
902
+ 1.24%
$26.51 - $27.85 $23.9K - $25.1K
73.4K $2.02M
FSLY
Fastly, Inc.

Technology
4.06K
+ 34.52%
$6.36 - $8.95 $25.8K - $36.3K
15.8K $135K
GPRE
Green Plains Inc.

Basic Materials
933
+ 5.88%
$6.23 - $11.15 $5.81K - $10.4K
16.8K $147K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.1K
+ 1.19%
$22.84 - $22.95 $47.9K - $48.1K
179K $4.1M
RODM
Hartford Multifactor Developed

ETFs
579
+ 2.71%
$33.53 - $35.95 $19.4K - $20.8K
21.9K $779K
ANNX
Annexon, Inc.

Healthcare
17.2K
New
$2.05 - $3.37 $35.3K - $58K
17.2K $51K
CLOV
Clover Health Investments, Corp.

Healthcare
7.52K
+ 7.18%
$2.18 - $3.41 $16.4K - $25.6K
112K $343K
NBTB
Nbt Bancorp Inc

Financial Services
744
+ 0.79%
$40.56 - $45.07 $30.2K - $33.5K
95.1K $3.97M
PJT
Pjt Partners Inc.

Financial Services
161
+ 9.11%
$165.08 - $188.27 $26.6K - $30.3K
1.93K $342K
MTN
Vail Resorts Inc

Consumer Cyclical
423
+ 25.41%
$143.33 - $169.63 $60.6K - $71.8K
2.09K $312K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
302
+ 15.73%
$100.63 - $112.27 $30.4K - $33.9K
2.22K $245K
AGYS
Agilysys Inc

Technology
478
New
$103.28 - $119.39 $49.4K - $57.1K
478 $50K
BYD
Boyd Gaming Corp

Consumer Cyclical
170
+ 3.99%
$79.66 - $87.38 $13.5K - $14.9K
4.43K $383K
GOSS
Gossamer Bio, Inc.

Healthcare
19.2K
New
$1.21 - $3.46 $23.2K - $66.4K
19.2K $50K
PFS
Provident Financial Services Inc

Financial Services
526
+ 2.3%
$17.9 - $20.32 $9.42K - $10.7K
23.4K $451K
SSTK
Shutterstock, Inc.

Communication Services
1.46K
+ 13.73%
$18.17 - $22.02 $26.5K - $32.1K
12.1K $251K
TGB
Taseko Mines LTD

Basic Materials
11.9K
New
$3.05 - $4.23 $36.1K - $50.1K
11.9K $50K
USFD
Us Foods Holding Corp.

Consumer Defensive
904
+ 1.84%
$76.35 - $84.68 $69K - $76.6K
50.2K $3.84M
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
968
New
$50.34 - $65.52 $48.7K - $63.4K
968 $49K
FUL
Fuller H B CO

Basic Materials
1K
+ 8.86%
$55.6 - $64.06 $55.8K - $64.3K
12.3K $730K
FULT
Fulton Financial Corp

Financial Services
1.46K
+ 3.89%
$17.57 - $19.86 $25.7K - $29.1K
39.1K $727K
SANA
Sana Biotechnology, Inc.

Healthcare
2.02K
+ 3.98%
$2.83 - $5.14 $5.73K - $10.4K
52.9K $187K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
677
+ 12.85%
$72.15 - $75.72 $48.8K - $51.3K
5.95K $436K
APAM
Artisan Partners Asset Management Inc.

Financial Services
1.21K
+ 27.52%
$43.4 - $48.34 $52.6K - $58.6K
5.62K $243K
ESPR
Esperion Therapeutics, Inc.

Healthcare
8.39K
+ 54.08%
$0.98 - $2.84 $8.23K - $23.8K
23.9K $63K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
447
+ 3.23%
$41.73 - $43.77 $18.7K - $19.6K
14.3K $626K
FLKR
Franklin Templeton ETF Tr

ETFs
826
+ 8.13%
$23.88 - $27.52 $19.7K - $22.7K
11K $296K
ULCC
Frontier Group Holdings, Inc.

Industrials
11K
New
$3.31 - $5.61 $36.5K - $61.9K
11K $48K
GPI
Group 1 Automotive Inc

Consumer Cyclical
86
+ 0.67%
$406.1 - $488.25 $34.9K - $42K
12.9K $5.63M
IXJ
Ishares Global Healthcare ETF

ETFs
392
+ 7.64%
$82.73 - $89.14 $32.4K - $34.9K
5.52K $489K
IYM
Ishares Tr

ETFs
113
+ 2.96%
$138.95 - $150.69 $15.7K - $17K
3.93K $582K
LQDT
Liquidity Services Inc

Consumer Cyclical
1.75K
New
$23.48 - $28.24 $41.1K - $49.4K
1.75K $48K
CVLT
Commvault Systems Inc

Technology
12
+ 0.39%
$163.43 - $195.41 $1.96K - $2.34K
3.1K $585K
EVER
Ever Quote, Inc.

Communication Services
2.66K
+ 14.35%
$22.61 - $25.87 $60.2K - $68.9K
21.2K $495K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
546
+ 7.99%
$123.13 - $140.8 $67.2K - $76.9K
7.38K $947K
Activity Summary
Buys All Purchases 2286 New Holdings 348 Increased Positions 1938 Sells All Sells 1133 Reductions 1133 Sold out 0 Options Calls 28 Puts 18
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