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
EQR
Equity Residential

Real Estate
3K
+ 14.54%
$61.82 - $71.72 $185K - $215K
23.6K $1.59M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.18K
+ 34.04%
$50.09 - $51.09 $109K - $111K
8.59K $438K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
4.72K
+ 31.83%
$19.41 - $22.77 $91.6K - $107K
19.5K $444K
NRZ
New Residential Investment Corp.

Real Estate
16.1K
+ 9.05%
N/A
195K $1.41M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
721
+ 23.3%
$90.58 - $109.05 $65.3K - $78.6K
3.82K $416K
POWL
Powell Industries Inc

Industrials
184
+ 9.49%
$159.38 - $211.34 $29.3K - $38.9K
2.12K $446K
FNX
First Tr Mid Cap Core Alphadex

ETFs
18
+ 0.09%
$94.92 - $114.85 $1.71K - $2.07K
19.4K $2.23M
QS
Quantum Scape Corp

Consumer Cyclical
6.41K
+ 22.53%
$3.47 - $7.65 $22.3K - $49.1K
34.9K $234K
DEUS
Xtrackers Russell Us Multifact

ETFs
400
+ 1.31%
$48.13 - $56.21 $19.3K - $22.5K
31K $1.74M
HLN
Haleon PLC

Healthcare
10.2K
+ 10.76%
$9.27 - $11.41 $94.5K - $116K
105K $1.09M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
2.56K
+ 0.86%
$24.32 - $24.81 $62.3K - $63.6K
299K $7.42M
ENFR
Alerian Energy Infrastructure

ETFs
4.61K
+ 6.45%
$28.49 - $33.44 $131K - $154K
76.1K $2.45M
KIND
Nextdoor Holdings, Inc.

Communication Services
64.6K
+ 250.35%
$1.36 - $1.66 $87.9K - $107K
90.4K $150K
TROX
Tronox Holdings PLC

Basic Materials
34.6K
+ 105.19%
$4.51 - $6.87 $156K - $238K
67.6K $342K
BOCT
Innovator U.S. Equity Buffer E

ETFs
1.9K
+ 27.62%
$38.5 - $45.45 $73.1K - $86.3K
8.77K $398K
NMIH
Nmi Holdings, Inc.

Financial Services
920
+ 7.97%
$32.79 - $42.24 $30.2K - $38.9K
12.5K $525K
SLF
Sun Life Financial Inc

Financial Services
224
+ 2.19%
$53.39 - $66.45 $12K - $14.9K
10.4K $694K
AGCO
Agco Corp

Industrials
497
+ 9.39%
$75.77 - $108.43 $37.7K - $53.9K
5.79K $597K
PPBI
Pacific Premier Bancorp Inc

Financial Services
5.31K
+ 32.18%
$18.35 - $22.87 $97.4K - $121K
21.8K $459K
LNW
Light & Wonder, Inc.

Consumer Cyclical
692
+ 16.51%
$77.8 - $96.26 $53.8K - $66.6K
4.88K $470K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
12.5K
+ 85.67%
$8.43 - $8.77 $105K - $109K
27K $234K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
7.4K
+ 34.29%
$21.06 - $24.14 $156K - $179K
29K $620K
WTFC
Wintrust Financial Corp

Financial Services
155
+ 2.04%
$95.17 - $124.21 $14.8K - $19.3K
7.77K $962K
QRVO
Qorvo, Inc.

Technology
118
+ 1.56%
$50.81 - $84.91 $6K - $10K
7.68K $652K
DNN
Denison Mines Corp.

Energy
53.9K
+ 504.75%
$1.15 - $1.86 $61.9K - $100K
64.5K $117K
SLGN
Silgan Holdings Inc

Consumer Cyclical
1.5K
+ 21.69%
$45.48 - $56.15 $68.1K - $84.1K
8.4K $455K
CBOE
Cboe Global Markets, Inc.

Financial Services
276
+ 5.06%
$205.81 - $234.23 $56.8K - $64.6K
5.73K $1.34M
RLAY
Relay Therapeutics, Inc.

Healthcare
25.5K
+ 164.88%
$2.0 - $3.49 $51K - $89K
41K $141K
UMBF
Umb Financial Corp

Financial Services
207
+ 1.07%
$86.4 - $107.99 $17.9K - $22.4K
19.5K $2.05M
FIW
First Trust Water ETF

ETFs
321
+ 3.57%
$90.26 - $108.05 $29K - $34.7K
9.3K $1M
OI
O I Glass, Inc.

Consumer Cyclical
3.05K
+ 18.54%
$9.62 - $15.51 $29.3K - $47.3K
19.5K $287K
IMO
Imperial Oil LTD

Energy
337
+ 3.39%
$60.22 - $81.91 $20.3K - $27.6K
10.3K $816K
SYBT
Stock Yards Bancorp, Inc.

Financial Services
275
+ 3.6%
$63.06 - $78.98 $17.3K - $21.7K
7.92K $625K
CHCT
Community Healthcare Trust Inc

Real Estate
7.11K
+ 53.65%
$14.97 - $18.3 $106K - $130K
20.4K $338K
PSMT
Pricesmart Inc

Consumer Defensive
152
+ 3.19%
$82.12 - $108.35 $12.5K - $16.5K
4.91K $515K
REG
Regency Centers Corp

Real Estate
1.62K
+ 23.18%
$65.48 - $74.74 $106K - $121K
8.6K $612K
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
28.9K
+ 286.09%
N/A
39K $131K
WPC
W. P. Carey Inc.

Real Estate
3.99K
+ 1.92%
$56.12 - $64.53 $224K - $257K
211K $13.2M
OII
Oceaneering International Inc

Energy
5.16K
+ 51.42%
$15.95 - $22.55 $82.3K - $116K
15.2K $314K
SIGI
Selective Insurance Group Inc

Financial Services
1.58K
+ 19.0%
$82.37 - $92.83 $130K - $147K
9.9K $857K
THO
Thor Industries Inc

Consumer Cyclical
405
+ 9.05%
$64.83 - $89.72 $26.3K - $36.3K
4.88K $433K
ED
Consolidated Edison Inc

Utilities
26.4K
+ 10.58%
$98.05 - $113.3 $2.59M - $3M
276K $27.7M
CORT
Corcept Therapeutics Inc

Healthcare
5.69K
+ 71.57%
$62.24 - $91.93 $354K - $523K
13.6K $1M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
530
+ 5.23%
$61.08 - $74.04 $32.4K - $39.2K
10.7K $789K
EOSE
Eos Energy Enterprises, Inc.

Industrials
4.92K
+ 9.77%
$3.3 - $7.11 $16.2K - $35K
55.3K $283K
PFM
Invesco Exchange Traded Fd Tr

ETFs
1.5K
+ 17.36%
$41.05 - $48.17 $61.6K - $72.3K
10.1K $488K
ADC
Agree Realty Corp

Real Estate
1.91K
+ 16.44%
$70.68 - $79.12 $135K - $151K
13.5K $987K
PCOR
Procore Technologies, Inc.

Technology
1.06K
+ 13.72%
$56.26 - $72.4 $59.5K - $76.5K
8.76K $599K
XPRO
Expro Group Holdings N.V.

Energy
13.7K
+ 70.69%
$6.91 - $10.01 $94.9K - $137K
33.2K $284K
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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