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
EZM
Wisdomtree U.S. Midcap Fund

ETFs
5
+ 0.06%
$61.83 - $67.07 $309 - $335
8.85K $583K
ABM
Abm Industries Inc

Industrials
915
+ 16.44%
$44.78 - $49.66 $41K - $45.4K
6.48K $298K
BGR
Black Rock Energy & Resources Trust

Financial Services
1.02K
+ 1.4%
$13.14 - $13.64 $13.4K - $13.9K
74.1K $1M
CMTG
Claros Mortgage Trust, Inc.

Real Estate
10.9K
New
$2.79 - $3.95 $30.5K - $43.1K
10.9K $36K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
830
+ 9.47%
$49.34 - $53.96 $41K - $44.8K
9.59K $502K
PBRA
Petroleo Bras Ads (Ea Reptg 2
2.81K
+ 4.2%
N/A
69.7K $914K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
199
+ 7.34%
$108.77 - $115.6 $21.6K - $23K
2.91K $329K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
194
+ 2.89%
$84.77 - $103.36 $16.4K - $20.1K
6.9K $590K
ALEC
Alector, Inc.

Healthcare
12K
New
$1.42 - $3.18 $17K - $38.1K
12K $35K
APOG
Apogee Enterprises, Inc.

Industrials
406
+ 6.96%
$40.4 - $45.4 $16.4K - $18.4K
6.24K $271K
MDU
Mdu Resources Group Inc

Industrials
540
+ 2.47%
$15.85 - $17.81 $8.56K - $9.62K
22.4K $399K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
2.78K
+ 26.9%
$11.19 - $11.74 $31.2K - $32.7K
13.1K $151K
CRNC
Cerence Inc.

Technology
111
+ 0.77%
$8.14 - $13.52 $904 - $1.5K
14.5K $181K
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
26.2K
New
$1.29 - $1.68 $33.9K - $44.1K
26.2K $34K
OSCR
Oscar Health, Inc.

Healthcare
4.73K
+ 21.69%
$13.42 - $20.45 $63.4K - $96.6K
26.5K $501K
CLDT
Chatham Lodging Trust

Real Estate
5.56K
+ 31.39%
$6.65 - $7.77 $37K - $43.2K
23.3K $156K
CYH
Community Health Systems Inc

Healthcare
10.3K
New
$2.44 - $3.88 $25.1K - $40K
10.3K $33K
HDSN
Hudson Technologies Inc

Basic Materials
1.25K
+ 10.84%
$8.02 - $10.44 $10K - $13K
12.7K $126K
IMKTA
Ingles Markets Inc

Consumer Defensive
144
+ 3.92%
$59.62 - $70.62 $8.59K - $10.2K
3.82K $265K
EMF
Templeton Emerging Markets Fund

Financial Services
4
+ 0.03%
$14.64 - $16.98 $58.6 - $67.9
13.5K $230K
ZG
Zillow Group, Inc.

Communication Services
156
+ 4.46%
$68.95 - $86.76 $10.8K - $13.5K
3.66K $272K
BDC
Belden Inc.

Technology
162
+ 6.15%
$115.58 - $133.49 $18.7K - $21.6K
2.8K $336K
DNP
Dnp Select Income Fund Inc

Financial Services
1.76K
+ 2.85%
$9.65 - $10.02 $16.9K - $17.6K
63.4K $635K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
718
+ 0.82%
$20.24 - $21.27 $14.5K - $15.3K
87.9K $1.86M
LDI
Loan Depot, Inc.

Financial Services
10.6K
New
$1.28 - $4.56 $13.6K - $48.4K
10.6K $32K
ORGO
Organogenesis Holdings Inc.

Healthcare
449
+ 1.31%
$3.78 - $5.03 $1.7K - $2.26K
34.8K $157K
PBI
Pitney Bowes Inc

Industrials
2.12K
+ 13.31%
$10.92 - $12.79 $23.1K - $27.1K
18K $205K
TOWN
Towne Bank (Va)

Financial Services
818
+ 8.1%
$34.49 - $37.64 $28.2K - $30.8K
10.9K $377K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
1.19K
+ 5.54%
$18.93 - $19.47 $22.5K - $23.1K
22.6K $437K
FCPT
Four Corners Property Trust, Inc.

Real Estate
2.23K
+ 24.21%
$24.37 - $27.18 $54.3K - $60.6K
11.4K $278K
IYC
Ishares U.S. Consumer Discreti

ETFs
158
+ 5.64%
$98.12 - $105.85 $15.5K - $16.7K
2.96K $310K
MWA
Mueller Water Products, Inc.

Industrials
378
+ 2.74%
$23.94 - $27.39 $9.05K - $10.4K
14.2K $362K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
115
+ 2.64%
$85.93 - $92.12 $9.88K - $10.6K
4.47K $407K
CLNE
Clean Energy Fuels Corp.

Energy
11.7K
New
$1.97 - $2.83 $23K - $33K
11.7K $30K
CRGY
Crescent Energy CO

Energy
2.44K
+ 9.71%
$8.22 - $9.94 $20K - $24.2K
27.5K $245K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
201
+ 7.11%
$96.83 - $101.71 $19.5K - $20.4K
3.03K $307K
WTI
W&T Offshore Inc

Energy
16.7K
New
$1.65 - $2.06 $27.6K - $34.5K
16.7K $30K
CX
Cemex Sab De Cv

Basic Materials
297
+ 2.33%
$7.1 - $9.55 $2.11K - $2.84K
13.1K $117K
GPS
Gap Inc

Consumer Cyclical
1.43K
+ 1.56%
N/A
93K $1.87M
NLOK
Norton Life Lock Inc.

Technology
1.36K
+ 3.52%
N/A
40K $859K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
1.25K
+ 3.24%
$21.89 - $22.2 $27.4K - $27.8K
39.8K $879K
ERC
Allspring Multi Sector Income Fund

Financial Services
2.79K
+ 12.86%
$9.18 - $9.7 $25.6K - $27.1K
24.5K $233K
ANDE
Andersons, Inc.

Consumer Defensive
716
New
$34.63 - $41.49 $24.8K - $29.7K
716 $28K
OWL
Blue Owl Capital Inc.

Financial Services
3.32K
+ 27.25%
$16.93 - $20.8 $56.3K - $69.1K
15.5K $262K
H
Hyatt Hotels Corp

Consumer Cyclical
159
+ 7.61%
$135.01 - $152.25 $21.5K - $24.2K
2.25K $319K
LANC
Lancaster Colony Corp

Consumer Defensive
101
+ 8.76%
$171.5 - $183.37 $17.3K - $18.5K
1.25K $227K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
8.88K
+ 33.65%
$3.51 - $4.74 $31.2K - $42.1K
35.3K $140K
CSWI
Csw Industrials, Inc.

Industrials
20
+ 0.58%
$289.31 - $293.0 $5.79K - $5.86K
3.44K $1.01M
FMB
First Tr Exchange Traded Fd Ii

ETFs
163
+ 0.77%
$49.32 - $50.93 $8.04K - $8.3K
21.5K $1.09M
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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