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
CWEN
Clearway Energy, Inc.

Utilities
185
+ 2.0%
$26.74 - $32.22 $4.95K - $5.96K
9.45K $302K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
799
+ 4.57%
$11.53 - $13.87 $9.21K - $11.1K
18.3K $253K
KBE
Spdr S&P Bank ETF

ETFs
6
+ 0.09%
$45.85 - $55.78 $275 - $335
6.55K $365K
EGHT
8 X8 Inc

Technology
11K
+ 46.2%
$1.58 - $2.07 $17.4K - $22.8K
34.9K $68K
ISCV
Ishares Morningstar Small Cap

ETFs
6
+ 0.06%
$51.37 - $61.54 $308 - $369
9.85K $604K
IVA
Inventiva S.A.

Healthcare
5.84K
+ 54.53%
$2.94 - $3.89 $17.2K - $22.7K
16.6K $52K
CYTK
Cytokinetics Inc

Healthcare
1.99K
+ 30.64%
$29.84 - $42.92 $59.3K - $85.3K
8.48K $280K
DGICA
Donegal Group Inc

Financial Services
703
+ 5.07%
$17.85 - $20.86 $12.5K - $14.7K
14.6K $291K
KXI
Ishares Tr Global Consumer Sta

ETFs
199
+ 4.21%
$60.73 - $67.45 $12.1K - $13.4K
4.93K $322K
THG
Hanover Insurance Group, Inc.

Financial Services
315
+ 3.62%
$150.66 - $178.04 $47.5K - $56.1K
9.01K $1.53M
FYT
First Trust Small Cap

ETFs
240
+ 3.14%
$42.78 - $50.73 $10.3K - $12.2K
7.88K $397K
MLPX
Global X Mlp & Energy Infrastr

ETFs
1.1K
+ 2.44%
$55.32 - $65.02 $61K - $71.7K
46.2K $2.9M
CSWI
Csw Industrials, Inc.

Industrials
113
+ 3.41%
$254.34 - $336.43 $28.7K - $38K
3.42K $981K
EXP
Eagle Materials Inc

Basic Materials
232
+ 15.06%
$193.68 - $241.95 $44.9K - $56.1K
1.77K $358K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
260
+ 0.99%
$20.29 - $21.52 $5.28K - $5.6K
26.6K $571K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
70
+ 0.89%
$47.29 - $53.34 $3.31K - $3.73K
7.91K $415K
FATE
Fate Therapeutics Inc

Healthcare
5.44K
+ 18.18%
$0.68 - $1.67 $3.7K - $9.08K
35.3K $39K
ROLL
Rbc Bearings Inc

Industrials
66
+ 8.4%
N/A
852 $209K
KSS
Kohls Corp

Consumer Cyclical
1.11K
+ 5.38%
$6.13 - $9.4 $6.78K - $10.4K
21.7K $183K
OIS
Oil States International, Inc

Energy
2.03K
+ 10.66%
$3.25 - $5.62 $6.59K - $11.4K
21.1K $112K
NHI
National Health Investors Inc

Real Estate
398
+ 11.02%
$68.74 - $76.77 $27.4K - $30.6K
4.01K $281K
SES
Ses Ai Corp

Consumer Cyclical
3.13K
+ 9.68%
$0.51 - $1.05 $1.6K - $3.29K
35.5K $31K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.82K
+ 3.79%
$38.81 - $44.28 $70.5K - $80.5K
49.7K $2.11M
SMRT
Smart Rent, Inc.

Technology
22.6K
+ 65.27%
$0.72 - $1.15 $16.3K - $26K
57.2K $56K
ABR
Arbor Realty Trust Inc

Real Estate
3.3K
+ 16.13%
$8.92 - $11.89 $29.4K - $39.2K
23.8K $254K
TOWN
Towne Bank (Va)

Financial Services
463
+ 4.81%
$30.4 - $35.29 $14.1K - $16.3K
10.1K $345K
ORMP
Oramed Pharmaceuticals Inc.

Healthcare
5K
+ 36.23%
$2.03 - $2.38 $10.1K - $11.9K
18.8K $42K
OGN
Organon & Co.

Healthcare
20.5K
+ 57.6%
$8.04 - $14.72 $165K - $302K
56.1K $543K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
9.74K
+ 47.8%
$0.91 - $1.45 $8.86K - $14.1K
30.1K $37K
AEF
Aberdeen Emerging Markets Equity Income Fund, Inc.

Financial Services
158
+ 1.39%
$4.46 - $5.94 $705 - $939
11.5K $68K
BSJR
Invesco Indx Tr

ETFs
89
+ 0.25%
$21.81 - $22.71 $1.94K - $2.02K
35.2K $799K
KIO
Kkr Income Opportunities Fund

Financial Services
33
+ 0.08%
$10.99 - $12.56 $363 - $414
43.5K $545K
DOX
Amdocs LTD

Technology
261
+ 0.54%
$80.46 - $94.08 $21K - $24.6K
48.3K $4.41M
CRBU
Caribou Biosciences, Inc.

Healthcare
4.13K
+ 23.02%
$0.73 - $1.42 $3.02K - $5.87K
22.1K $27K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
149
+ 0.47%
$9.73 - $11.03 $1.45K - $1.64K
32K $352K
FYBR
Frontier Communications Parent, Inc.

Communication Services
167
+ 1.8%
$35.51 - $36.83 $5.93K - $6.15K
9.47K $344K
SAM
Boston Beer CO Inc

Consumer Defensive
448
+ 28.46%
$187.06 - $249.73 $83.8K - $112K
2.02K $385K
ENPH
Enphase Energy, Inc.

Technology
5.63K
+ 58.94%
$34.56 - $62.52 $195K - $352K
15.2K $602K
LESL
Leslie'S, Inc.

Consumer Cyclical
50.8K
+ 136.31%
$0.42 - $0.91 $21.3K - $46.2K
88.1K $36K
TDS
Telephone & Data Systems Inc

Communication Services
850
+ 12.79%
$31.74 - $39.52 $27K - $33.6K
7.5K $266K
NAK
Northern Dynasty Minerals LTD

Basic Materials
5K
+ 37.54%
$0.8 - $1.55 $4K - $7.75K
18.3K $24K
HNST
Honest Company, Inc.

Consumer Cyclical
244
+ 1.37%
$4.18 - $5.51 $1.02K - $1.34K
18K $91K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
1.33K
+ 10.81%
$5.17 - $5.91 $6.89K - $7.88K
13.7K $80K
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
5.15K
+ 22.92%
$0.85 - $1.2 $4.37K - $6.17K
27.6K $32K
GGT
Gabelli Multimedia Trust Inc.

Financial Services
3.28K
+ 30.54%
$3.9 - $4.7 $12.8K - $15.4K
14K $57K
CVU
Cpi Aerostructures, Inc.

Industrials
1.85K
+ 16.09%
$2.88 - $3.62 $5.33K - $6.7K
13.4K $45K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
1.35K
+ 13.12%
$6.47 - $8.05 $8.75K - $10.9K
11.7K $89K
OCGN
Ocugen, Inc.

Healthcare
2.25K
+ 15.14%
$0.58 - $1.2 $1.3K - $2.7K
17.1K $16K
BDN
Brandywine Realty Trust

Real Estate
1.95K
+ 8.88%
$3.5 - $4.58 $6.81K - $8.92K
23.9K $102K
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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