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
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
39.9K
+ 8.24%
$46.41 - $47.7 $1.85M - $1.9M
524K $24.9M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
20.8K
New
$88.49 - $92.4 $1.84M - $1.92M
20.8K $1.92M
XLI
Industrial Sector Spdr

ETFs
4.25K
+ 5.72%
$116.42 - $147.52 $495K - $627K
78.6K $11.6M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.73K
+ 0.9%
$120.49 - $141.16 $209K - $245K
193K $26.7M
SUN
Sunoco LP

Energy
35.8K
+ 681.09%
$50.38 - $59.13 $1.81M - $2.12M
41.1K $2.2M
GME
Game Stop Corp.

Consumer Cyclical
77.7K
New
$21.1 - $35.01 $1.64M - $2.72M
77.7K $1.9M
XMPT
Vaneck Cef Muni Income ETF

ETFs
90.1K
New
$20.18 - $21.62 $1.82M - $1.95M
90.1K $1.89M
STT
State Street Corp

Financial Services
9.5K
+ 18.14%
$75.33 - $106.34 $716K - $1.01M
61.9K $6.58M
CTVA
Corteva, Inc.

Basic Materials
4.08K
+ 2.99%
$55.52 - $74.53 $226K - $304K
140K $10.4M
SPTS
Spdr Portfolio Short Term Trea

ETFs
63K
+ 12.18%
$29.07 - $29.38 $1.83M - $1.85M
580K $17M
VT
Vanguard Total World Stk Index

ETFs
8.79K
+ 14.9%
$103.16 - $128.52 $907K - $1.13M
67.8K $8.71M
FDX
Fedex Corp

Industrials
15K
+ 16.12%
$198.07 - $245.17 $2.97M - $3.67M
108K $24.5M
DLTR
Dollar Tree, Inc.

Consumer Defensive
15.4K
+ 111.99%
$67.22 - $100.51 $1.03M - $1.54M
29.1K $2.88M
VRT
Vertiv Holdings CO

Industrials
21.3K
+ 22.77%
N/A
115K $9.96M
SVIX
Vs Tr 1 X Short Vix Futures Et

ETFs
119K
New
$10.5 - $20.78 $1.25M - $2.47M
119K $1.84M
BSX
Boston Scientific Corp

Healthcare
10.7K
+ 10.23%
$89.7 - $107.41 $963K - $1.15M
116K $12.4M
MUB
Ishares National Muni Bond ETF

ETFs
24.3K
+ 3.3%
$102.31 - $105.8 $2.49M - $2.57M
762K $79.6M
GWRE
Guidewire Software, Inc.

Technology
1.26K
+ 3.99%
$172.73 - $257.37 $218K - $325K
32.9K $7.75M
INDA
Ishares Msci India Index Fund

ETFs
22.6K
+ 17.15%
$49.13 - $55.86 $1.11M - $1.26M
154K $8.59M
FISV
Fiserv Inc

Technology
14.4K
+ 8.86%
N/A
177K $22.2M
STWD
Starwood Property Trust, Inc.

Real Estate
85.3K
+ 31.23%
$17.28 - $20.41 $1.47M - $1.74M
358K $7.19M
TXT
Textron Inc

Industrials
19.9K
+ 83.44%
$60.72 - $80.34 $1.21M - $1.6M
43.7K $3.5M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
36.9K
+ 89.88%
$41.9 - $50.31 $1.55M - $1.86M
77.9K $3.75M
NXPI
Nxp Semiconductors N.V.

Technology
3.96K
+ 12.27%
$153.5 - $218.72 $608K - $867K
36.3K $7.92M
FR
First Industrial Realty Trust Inc

Real Estate
38.2K
+ 384.55%
$43.07 - $54.05 $1.65M - $2.06M
48.1K $2.32M
IWV
Ishares Russell 3000 ETF

ETFs
1.48K
+ 4.12%
$281.67 - $351.0 $417K - $520K
37.4K $13.1M
NBIX
Neurocrine Biosciences Inc

Healthcare
13.3K
+ 229.09%
$87.54 - $128.18 $1.16M - $1.7M
19.1K $2.4M
CRS
Carpenter Technology Corp

Industrials
851
+ 5.33%
$151.3 - $276.38 $129K - $235K
16.8K $4.64M
ACGL
Arch Capital Group Ltd.

Financial Services
23K
+ 31.91%
$84.99 - $96.82 $1.96M - $2.23M
95.2K $8.67M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
42.3K
+ 22.23%
$35.3 - $37.51 $1.49M - $1.59M
233K $8.73M
EXR
Extra Space Storage Inc.

Real Estate
11.8K
+ 52.06%
$126.61 - $152.99 $1.49M - $1.8M
34.4K $5.07M
IBDV
Ishares Tr

Technology
76.2K
+ 94.76%
$21.28 - $21.98 $1.62M - $1.68M
157K $3.44M
PMF
Pimco Municipal Income Fund

Financial Services
214K
+ 2064.6%
$7.76 - $8.98 $1.66M - $1.92M
224K $1.79M
BMO
Bank Of Montreal

Financial Services
7.21K
+ 12.15%
$87.54 - $110.63 $631K - $798K
66.5K $7.36M
CINF
Cincinnati Financial Corp

Financial Services
10.4K
+ 8.86%
$126.6 - $151.6 $1.32M - $1.58M
128K $19M
XLY
Select Sector Spdr Consumer Di

ETFs
3.03K
+ 5.97%
$176.34 - $218.59 $534K - $662K
53.7K $11.7M
LRGF
Ishares Tr

ETFs
4.66K
+ 2.24%
$51.37 - $64.13 $240K - $299K
213K $13.7M
NU
Nu Holdings Ltd.

Financial Services
50.1K
+ 17.73%
$9.6 - $13.72 $481K - $687K
332K $4.56M
PATH
Ui Path, Inc.

Technology
106K
+ 85.3%
$9.79 - $13.31 $1.03M - $1.41M
229K $2.94M
SKX
Skechers Usa Inc

Consumer Cyclical
25.3K
+ 297.59%
$45.48 - $63.1 $1.15M - $1.6M
33.8K $2.13M
TTD
Trade Desk, Inc.

Technology
3.92K
+ 4.98%
$45.27 - $79.4 $177K - $311K
82.6K $5.95M
CHRD
Oasis Petroleum Inc.

Energy
16.8K
New
$82.03 - $113.54 $1.38M - $1.91M
16.8K $1.63M
OHI
Omega Healthcare Investors Inc

Real Estate
55.9K
+ 18.84%
$35.55 - $39.05 $1.99M - $2.18M
352K $12.9M
PULS
Pgim ETF Tr

ETFs
32K
+ 11.8%
$49.39 - $49.76 $1.58M - $1.59M
303K $15.1M
XLP
Consumer Staples Sector Spdr

ETFs
21K
+ 34.61%
N/A
81.8K $6.22M
BWA
Borgwarner Inc

Consumer Cyclical
40.1K
+ 81.74%
$24.84 - $33.92 $995K - $1.36M
89.1K $2.98M
EXAS
Exact Sciences Corp

Healthcare
22.4K
+ 56.31%
$40.31 - $58.08 $901K - $1.3M
62K $3.3M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
74.5K
+ 45.88%
$22.18 - $23.36 $1.65M - $1.74M
237K $5.3M
CCL
Carnival Corp

Consumer Cyclical
8.98K
+ 5.94%
$16.43 - $28.12 $147K - $252K
160K $4.5M
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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