Wealth Enhancement Advisory Services, LLC Incresed Positions in Q1 2025

Wealth Enhancement Advisory Services, LLC

  • $49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WTFC
Wintrust Financial Corp

Financial Services
1.66K
+ 27.78%
$107.76 - $136.92 $178K - $227K
7.61K $856K
IMO
Imperial Oil LTD

Energy
99
+ 1.01%
$62.41 - $73.34 $6.18K - $7.26K
9.93K $718K
MKTX
Marketaxess Holdings Inc

Financial Services
643
+ 23.75%
$189.81 - $226.47 $122K - $146K
3.35K $724K
BSJR
Invesco Indx Tr

ETFs
4.93K
+ 16.31%
$22.4 - $22.69 $110K - $112K
35.1K $787K
WSBC
Wesbanco Inc

Financial Services
3.96K
+ 52.02%
$30.36 - $37.08 $120K - $147K
11.6K $358K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
2.88K
+ 25.88%
$41.35 - $44.46 $119K - $128K
14K $588K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
1.66K
+ 15.26%
N/A
12.5K $812K
PEG
Public Service Enterprise Group Inc

Utilities
3.6K
+ 4.16%
$78.2 - $90.39 $282K - $325K
90.1K $7.42M
WDIV
Spdr S&P Global Dividend ETF

ETFs
120
+ 0.38%
$60.51 - $66.3 $7.26K - $7.96K
31.5K $2.06M
XLC
Select Sector Spdr Tr Communic

ETFs
2.15K
+ 2.32%
$94.84 - $105.31 $204K - $227K
95K $9.1M
BB
Blackberry LTD

Technology
27.8K
+ 130.69%
$3.68 - $6.07 $102K - $169K
49.1K $185K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
4.54K
+ 42.6%
$26.06 - $28.54 $118K - $130K
15.2K $398K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
1.23K
+ 8.81%
$73.11 - $77.43 $89.9K - $95.2K
15.2K $1.15M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
1.01K
+ 4.1%
$60.44 - $69.57 $61K - $70.3K
25.7K $1.71M
CCK
Crown Holdings Inc

Consumer Cyclical
11
+ 0.07%
$78.77 - $91.74 $866 - $1.01K
15.4K $1.37M
PODD
Insulet Corp

Healthcare
370
+ 13.92%
$237.06 - $288.29 $87.7K - $107K
3.03K $795K
LKQ
Lkq Corp

Consumer Cyclical
850
+ 7.45%
$36.24 - $44.05 $30.8K - $37.4K
12.3K $521K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
11.7K
+ 38.9%
$28.45 - $41.08 $332K - $480K
41.7K $1.26M
DGICA
Donegal Group Inc

Financial Services
2.7K
+ 24.11%
$14.28 - $19.63 $38.5K - $52.9K
13.9K $272K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
6.72K
+ 6.41%
$20.7 - $21.15 $139K - $142K
112K $2.31M
CHK
Chesapeake Energy Corp

Energy
1.14K
+ 12.08%
N/A
10.6K $908K
SUI
Sun Communities Inc

Real Estate
184
+ 1.42%
$120.53 - $136.43 $22.2K - $25.1K
13.2K $1.69M
BIT
Black Rock Multi Sector Income Trust

Financial Services
6.98K
+ 18.17%
$14.43 - $14.85 $101K - $104K
45.4K $657K
ENS
Ener Sys

Industrials
1.17K
+ 11.0%
$89.62 - $103.2 $104K - $120K
11.8K $1.08M
ENVA
Enova International, Inc.

Financial Services
984
+ 42.71%
$87.18 - $116.49 $85.8K - $115K
3.29K $317K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
11.9K
+ 26.44%
$8.11 - $8.58 $96.3K - $102K
56.8K $462K
IDA
Idacorp Inc

Utilities
456
+ 7.44%
$105.58 - $119.04 $48.1K - $54.3K
6.58K $765K
SSRM
Ssr Mining Inc.

Basic Materials
1.09K
+ 3.93%
$7.06 - $11.21 $7.69K - $12.2K
28.8K $288K
INDB
Independent Bank Corp

Financial Services
2.09K
+ 8.99%
$60.31 - $70.29 $126K - $147K
25.4K $1.59M
PLMR
Palomar Holdings, Inc.

Financial Services
190
+ 8.71%
$101.51 - $137.08 $19.3K - $26K
2.37K $325K
NWBI
Northwest Bancshares, Inc.

Financial Services
10.1K
+ 42.32%
$11.78 - $13.39 $120K - $136K
34.1K $410K
OFC
Corporate Office Properties Trust

Real Estate
3.87K
+ 28.32%
N/A
17.5K $422K
IGLB
Ishares 10+ Year Investment Gr

ETFs
1.49K
+ 6.72%
$48.32 - $51.22 $72K - $76.3K
23.7K $1.19M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
919
+ 20.97%
$111.29 - $123.42 $102K - $113K
5.3K $600K
BIIB
Biogen Inc.

Healthcare
2.61K
+ 15.85%
$133.43 - $153.27 $348K - $399K
19K $2.61M
AGX
Argan Inc

Industrials
839
+ 26.74%
$104.05 - $185.35 $87.3K - $156K
3.98K $521K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1.64K
+ 20.82%
$95.53 - $112.45 $157K - $184K
9.52K $914K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
978
+ 29.54%
$113.13 - $127.79 $111K - $125K
4.29K $485K
IBP
Installed Building Products, Inc.

Consumer Cyclical
557
+ 36.6%
$162.22 - $206.22 $90.4K - $115K
2.08K $356K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
1.99K
+ 2.03%
$21.23 - $22.14 $42.2K - $44K
100K $2.21M
SNEX
Stone X Group Inc.

Financial Services
2.6K
+ 51.71%
$76.12 - $126.89 $198K - $330K
7.62K $582K
FDUS
Fidus Investment Corp

Financial Services
4.78K
+ 36.01%
$20.39 - $23.37 $97.4K - $112K
18K $367K
CNO
Cno Financial Group, Inc.

Financial Services
744
+ 5.74%
$35.99 - $42.34 $26.8K - $31.5K
13.7K $570K
KGC
Kinross Gold Corp

Basic Materials
461
+ 1.88%
$9.69 - $12.61 $4.47K - $5.81K
25K $315K
PGF
Invesco Exchange Traded Fd Tr

ETFs
6.76K
+ 16.43%
$14.28 - $14.97 $96.6K - $101K
47.9K $684K
IYM
Ishares Tr

ETFs
527
+ 17.03%
$128.53 - $142.03 $67.7K - $74.8K
3.62K $488K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
510
+ 2.02%
$38.54 - $41.5 $19.7K - $21.2K
25.8K $1.05M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
1.18K
+ 3.4%
$18.63 - $21.12 $22K - $24.9K
35.9K $741K
FCFS
First Cash Holdings, Inc.

Financial Services
265
+ 8.38%
$102.59 - $120.32 $27.2K - $31.9K
3.43K $412K
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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