Wealth Enhancement Advisory Services, LLC Incresed Positions in Q3 2025

Wealth Enhancement Advisory Services, LLC

  • $61.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CWT
California Water Service Group

Utilities
1.12K
+ 9.85%
$44.32 - $47.59 $49.4K - $53.1K
12.4K $570K
GNL
Global Net Lease, Inc.

Real Estate
3.85K
+ 8.96%
$6.85 - $8.33 $26.4K - $32.1K
46.9K $380K
MYRG
Myr Group Inc.

Industrials
11
+ 0.54%
$173.81 - $208.03 $1.91K - $2.29K
2.04K $423K
RWR
Spdr Dow Jones Reit ETF

ETFs
318
+ 5.1%
$95.17 - $101.62 $30.3K - $32.3K
6.56K $657K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
176
+ 15.22%
$170.68 - $192.95 $30K - $34K
1.33K $255K
BRY
Berry Corp (Bry)

Energy
9.82K
+ 53.18%
$2.8 - $4.11 $27.5K - $40.4K
28.3K $106K
DGICA
Donegal Group Inc

Financial Services
3.28K
+ 22.51%
$16.75 - $19.72 $55K - $64.7K
17.9K $346K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
849
+ 25.13%
$73.7 - $90.42 $62.6K - $76.8K
4.23K $311K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
3.89K
+ 8.29%
$10.43 - $11.34 $40.5K - $44.1K
50.8K $546K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
499
+ 3.42%
$67.48 - $71.55 $33.7K - $35.7K
15.1K $1.07M
CHW
Calamos Global Dynamic Income Fund

Financial Services
2.5K
+ 2.86%
$7.06 - $7.63 $17.7K - $19.1K
89.9K $677K
NAT
Nordic American Tankers LTD

Industrials
13.5K
+ 35.94%
N/A
50.9K $202K
PPG
Ppg Industries Inc

Basic Materials
5.89K
+ 9.01%
$103.65 - $119.07 $611K - $702K
71.3K $7.49M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
1.91K
+ 4.07%
$12.46 - $13.22 $23.8K - $25.2K
48.8K $635K
KNTK
Kinetik Holdings Inc.

Energy
1.38K
+ 28.91%
$39.73 - $46.35 $54.9K - $64.1K
6.16K $263K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
902
+ 1.24%
$26.51 - $27.85 $23.9K - $25.1K
73.4K $2.02M
FSLY
Fastly, Inc.

Technology
4.06K
+ 34.52%
$6.36 - $8.95 $25.8K - $36.3K
15.8K $135K
GPRE
Green Plains Inc.

Basic Materials
933
+ 5.88%
$6.23 - $11.15 $5.81K - $10.4K
16.8K $147K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.1K
+ 1.19%
$22.84 - $22.95 $47.9K - $48.1K
179K $4.1M
RODM
Hartford Multifactor Developed

ETFs
579
+ 2.71%
$33.53 - $35.95 $19.4K - $20.8K
21.9K $779K
CLOV
Clover Health Investments, Corp.

Healthcare
7.52K
+ 7.18%
$2.18 - $3.41 $16.4K - $25.6K
112K $343K
NBTB
Nbt Bancorp Inc

Financial Services
744
+ 0.79%
$40.56 - $45.07 $30.2K - $33.5K
95.1K $3.97M
PJT
Pjt Partners Inc.

Financial Services
161
+ 9.11%
$165.08 - $188.27 $26.6K - $30.3K
1.93K $342K
MTN
Vail Resorts Inc

Consumer Cyclical
423
+ 25.41%
$143.33 - $169.63 $60.6K - $71.8K
2.09K $312K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
302
+ 15.73%
$100.63 - $112.27 $30.4K - $33.9K
2.22K $245K
BYD
Boyd Gaming Corp

Consumer Cyclical
170
+ 3.99%
$79.66 - $87.38 $13.5K - $14.9K
4.43K $383K
PFS
Provident Financial Services Inc

Financial Services
526
+ 2.3%
$17.9 - $20.32 $9.42K - $10.7K
23.4K $451K
SSTK
Shutterstock, Inc.

Communication Services
1.46K
+ 13.73%
$18.17 - $22.02 $26.5K - $32.1K
12.1K $251K
USFD
Us Foods Holding Corp.

Consumer Defensive
904
+ 1.84%
$76.35 - $84.68 $69K - $76.6K
50.2K $3.84M
FUL
Fuller H B CO

Basic Materials
1K
+ 8.86%
$55.6 - $64.06 $55.8K - $64.3K
12.3K $730K
FULT
Fulton Financial Corp

Financial Services
1.46K
+ 3.89%
$17.57 - $19.86 $25.7K - $29.1K
39.1K $727K
SANA
Sana Biotechnology, Inc.

Healthcare
2.02K
+ 3.98%
$2.83 - $5.14 $5.73K - $10.4K
52.9K $187K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
677
+ 12.85%
$72.15 - $75.72 $48.8K - $51.3K
5.95K $436K
APAM
Artisan Partners Asset Management Inc.

Financial Services
1.21K
+ 27.52%
$43.4 - $48.34 $52.6K - $58.6K
5.62K $243K
ESPR
Esperion Therapeutics, Inc.

Healthcare
8.39K
+ 54.08%
$0.98 - $2.84 $8.23K - $23.8K
23.9K $63K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
447
+ 3.23%
$41.73 - $43.77 $18.7K - $19.6K
14.3K $626K
FLKR
Franklin Templeton ETF Tr

ETFs
826
+ 8.13%
$23.88 - $27.52 $19.7K - $22.7K
11K $296K
GPI
Group 1 Automotive Inc

Consumer Cyclical
86
+ 0.67%
$406.1 - $488.25 $34.9K - $42K
12.9K $5.63M
IXJ
Ishares Global Healthcare ETF

ETFs
392
+ 7.64%
$82.73 - $89.14 $32.4K - $34.9K
5.52K $489K
IYM
Ishares Tr

ETFs
113
+ 2.96%
$138.95 - $150.69 $15.7K - $17K
3.93K $582K
CVLT
Commvault Systems Inc

Technology
12
+ 0.39%
$163.43 - $195.41 $1.96K - $2.34K
3.1K $585K
EVER
Ever Quote, Inc.

Communication Services
2.66K
+ 14.35%
$22.61 - $25.87 $60.2K - $68.9K
21.2K $495K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
546
+ 7.99%
$123.13 - $140.8 $67.2K - $76.9K
7.38K $947K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
2.57K
+ 2.46%
$8.7 - $9.11 $22.4K - $23.4K
107K $975K
BIGC
Big Commerce Holdings, Inc.

Technology
11.2K
+ 75.88%
$4.16 - $5.26 $46.6K - $58.9K
26K $119K
RVNU
Xtrackers Municipal Infrastruc

ETFs
1.31K
+ 6.23%
$23.46 - $24.74 $30.8K - $32.5K
22.4K $551K
IHE
Ishares Tr

ETFs
240
+ 6.05%
$65.74 - $72.56 $15.8K - $17.4K
4.21K $305K
MYE
Myers Industries Inc

Consumer Cyclical
708
+ 5.0%
$14.5 - $16.94 $10.3K - $12K
14.9K $251K
RGEN
Repligen Corp

Healthcare
75
+ 1.91%
$111.43 - $134.0 $8.36K - $10.1K
4K $534K
Activity Summary
Buys All Purchases 2286 New Holdings 348 Increased Positions 1938 Sells All Sells 1133 Reductions 1133 Sold out 0 Options Calls 28 Puts 18
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