Wealth Enhancement Advisory Services, LLC Incresed Positions in Q2 2025

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVT
N Vent Electric PLC

Industrials
1.66K
+ 4.42%
$45.2 - $73.35 $75.2K - $122K
39.3K $2.88M
PPA
Invesco Exchange Traded Fd Tr

ETFs
4.11K
+ 32.09%
$105.2 - $141.69 $432K - $582K
16.9K $2.39M
RF
Regions Financial Corp

Financial Services
19.6K
+ 8.05%
$18.34 - $23.52 $360K - $462K
264K $6.2M
PCEF
Invesco Cef Income Composite E

ETFs
30.5K
+ 6.94%
$16.85 - $19.54 $513K - $595K
469K $9.17M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
4.27K
+ 5.4%
$72.61 - $88.75 $310K - $379K
83.4K $7.4M
JCPB
J P Morgan Exchange Traded Fd

ETFs
19K
+ 8.01%
$45.9 - $47.2 $870K - $895K
256K $12M
BIIB
Biogen Inc.

Healthcare
8.82K
+ 46.29%
$113.38 - $135.49 $1M - $1.19M
27.9K $3.5M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
9.45K
+ 2.51%
$19.51 - $23.9 $184K - $226K
386K $9.21M
ZM
Zoom Video Communications, Inc.

Technology
9.02K
+ 20.42%
$66.7 - $84.62 $601K - $763K
53.2K $4.15M
MOS
Mosaic CO

Basic Materials
12K
+ 25.51%
$22.76 - $36.95 $274K - $445K
59.2K $2.16M
RWK
Invesco Exchange Traded Fd Tr

ETFs
2.73K
+ 4.41%
$94.8 - $117.22 $259K - $320K
64.7K $7.57M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
29.6K
+ 71.01%
$25.21 - $34.03 $747K - $1.01M
71.3K $2.14M
APO
Apollo Global Management, Inc.

Financial Services
5.77K
+ 55.31%
$108.68 - $145.07 $628K - $838K
16.2K $2.3M
IQV
Iqvia Holdings Inc.

Healthcare
7.03K
+ 53.02%
$137.0 - $174.37 $963K - $1.23M
20.3K $3.2M
TDVG
T Rowe Price Exchange Traded F

Technology
17.1K
+ 30.99%
$36.12 - $42.38 $618K - $725K
72.3K $3.06M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
16.3K
+ 226.89%
$43.78 - $51.5 $715K - $841K
23.5K $1.21M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
20.2K
+ 19.59%
$32.99 - $38.56 $667K - $779K
123K $4.68M
TXG
10x Genomics, Inc.

Healthcare
64.9K
+ 209.07%
$7.14 - $11.73 $464K - $762K
96K $1.11M
SPG
Simon Property Group Inc

Real Estate
6.07K
+ 23.47%
$140.37 - $171.44 $852K - $1.04M
31.9K $5.13M
CL
Colgate Palmolive CO

Consumer Defensive
19.4K
+ 5.87%
$87.57 - $96.0 $1.69M - $1.86M
349K $31.7M
RY
Royal Bank Of Canada

Financial Services
1.55K
+ 4.64%
$108.36 - $131.55 $168K - $204K
35K $4.6M
APG
A Pi Group Corp

Industrials
11.5K
+ 75.16%
$32.2 - $51.23 $371K - $591K
26.9K $1.37M
LFUS
Littelfuse Inc

Technology
3.3K
+ 132.77%
$149.72 - $227.31 $494K - $751K
5.79K $1.31M
RJF
Raymond James Financial Inc

Financial Services
1.22K
+ 2.77%
$123.65 - $153.88 $151K - $188K
45.2K $6.94M
PPG
Ppg Industries Inc

Basic Materials
4.87K
+ 8.05%
$91.66 - $115.04 $447K - $561K
65.4K $7.44M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
25.6K
+ 324.64%
$28.96 - $32.46 $741K - $830K
33.5K $1.07M
ZI
Zoom Info Technologies Inc.

Technology
78.8K
+ 69.97%
$7.41 - $10.31 $584K - $812K
191K $1.94M
INCY
Incyte Corp

Healthcare
3.1K
+ 3.89%
$55.17 - $71.22 $171K - $221K
82.8K $5.64M
EEFT
Euronet Worldwide, Inc.

Technology
8.7K
+ 66.44%
$87.44 - $112.74 $761K - $981K
21.8K $2.21M
KJUL
Innovator U.S. Small Cap Power

Technology
26K
+ 77.0%
$25.96 - $29.2 $675K - $760K
59.8K $1.75M
ERJ
Embraer S.A.

Industrials
10.9K
+ 68.34%
$40.42 - $56.91 $442K - $622K
26.9K $1.53M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4.83K
+ 22.47%
$86.93 - $109.64 $420K - $530K
26.3K $2.89M
MTDR
Matador Resources CO

Energy
17.5K
+ 129.91%
$36.67 - $52.23 $641K - $913K
30.9K $1.48M
ABC
Amerisourcebergen Corp

Healthcare
4.25K
+ 1.55%
N/A
278K $51.4M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
26.6K
+ 15.36%
$20.31 - $24.1 $539K - $640K
199K $4.81M
MDB
Mongo Db, Inc.

Technology
192
+ 0.9%
$145.85 - $225.38 $28K - $43.3K
21.6K $4.54M
NGG
National Grid PLC

Utilities
7.11K
+ 25.02%
$62.74 - $74.79 $446K - $532K
35.5K $2.64M
TD
Toronto Dominion Bank

Financial Services
7.47K
+ 43.78%
$55.71 - $73.45 $416K - $548K
24.5K $1.8M
GPI
Group 1 Automotive Inc

Consumer Cyclical
207
+ 1.65%
$372.3 - $448.86 $77.1K - $92.9K
12.8K $5.58M
PAVE
Global X Fds Us Infrastructure

ETFs
7.79K
+ 10.41%
$33.78 - $43.68 $263K - $340K
82.7K $3.6M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
14.8K
+ 1.27%
$45.2 - $46.6 $670K - $690K
1.18M $54.8M
FCPI
Fidelity Covington Tr Stocks F

ETFs
9.3K
+ 9.74%
$38.29 - $46.65 $356K - $434K
105K $4.89M
LPLA
Lpl Financial Holdings Inc.

Financial Services
992
+ 12.37%
$283.31 - $388.96 $281K - $386K
9.01K $3.38M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
24.1K
+ 63.95%
$32.56 - $35.71 $785K - $861K
61.8K $2.04M
KEYS
Keysight Technologies, Inc.

Technology
3.5K
+ 27.5%
$127.02 - $165.4 $445K - $579K
16.2K $2.66M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
294
+ 0.53%
$61.92 - $81.5 $18.2K - $24K
55.5K $4.52M
CHDN
Churchill Downs Inc

Consumer Cyclical
7.81K
+ 192.01%
$87.99 - $111.79 $687K - $873K
11.9K $1.2M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
14.4K
+ 28.03%
$49.79 - $50.59 $715K - $726K
65.5K $3.32M
WELL
Welltower Inc.

Real Estate
4.35K
+ 3.31%
$136.49 - $155.22 $594K - $675K
136K $20.9M
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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