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
PANL
Pangaea Logistics Solutions Ltd.

Industrials
1.35K
+ 8.16%
$4.59 - $5.64 $6.2K - $7.62K
17.9K $91K
AVDX
Avid Xchange Holdings, Inc.

Technology
907
+ 4.19%
$9.82 - $9.97 $8.91K - $9.04K
22.5K $224K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
321
+ 0.49%
$22.25 - $22.65 $7.14K - $7.27K
65.4K $1.47M
BFH
Bread Financial Holdings, Inc.

Financial Services
323
+ 6.3%
$55.77 - $66.98 $18K - $21.6K
5.45K $304K
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
3.53K
+ 9.05%
N/A
42.6K $143K
SVC
Service Properties Trust

Real Estate
2.33K
+ 13.09%
$2.28 - $3.04 $5.31K - $7.08K
20.1K $54K
ALRM
Alarm.Com Holdings, Inc.

Technology
454
+ 12.45%
$51.29 - $59.16 $23.3K - $26.9K
4.1K $217K
CGTX
Cognition Therapeutics Inc

Healthcare
1K
+ 10.0%
$0.31 - $3.18 $310 - $3.18K
11K $14K
HSC
Harsco Corp

Industrials
1.56K
+ 10.37%
N/A
16.5K $119K
LKQ
Lkq Corp

Consumer Cyclical
4.08K
+ 23.24%
$29.24 - $39.21 $119K - $160K
21.6K $660K
BDN
Brandywine Realty Trust

Real Estate
3.03K
+ 12.69%
$3.81 - $4.58 $11.5K - $13.9K
26.9K $112K
FXE
Invesco Currency Shares Euro Trust

ETFs
98
+ 3.05%
$105.31 - $109.29 $10.3K - $10.7K
3.31K $359K
PFBC
Preferred Bank

Financial Services
8
+ 0.33%
$89.02 - $97.01 $712 - $776
2.46K $222K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
7
+ 0.25%
$81.75 - $88.12 $572 - $617
2.8K $242K
LRN
Stride, Inc.

Consumer Defensive
30
+ 2.06%
$128.23 - $169.81 $3.85K - $5.09K
1.49K $221K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
557
+ 3.33%
$23.48 - $24.44 $13.1K - $13.6K
17.3K $414K
EPAC
Enerpac Tool Group Corp

Industrials
153
+ 2.62%
$36.95 - $43.71 $5.65K - $6.69K
5.99K $245K
FATE
Fate Therapeutics Inc

Healthcare
3.4K
+ 9.61%
$0.92 - $1.3 $3.12K - $4.41K
38.7K $48K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
9
+ 0.03%
$21.91 - $22.57 $197 - $203
31.4K $704K
URBN
Urban Outfitters Inc

Consumer Cyclical
240
+ 3.01%
$66.84 - $79.79 $16K - $19.1K
8.21K $586K
AVTR
Avantor, Inc.

Basic Materials
2.06K
+ 11.78%
$11.18 - $14.21 $23K - $29.2K
19.5K $243K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
47
+ 0.32%
$9.82 - $10.65 $462 - $501
14.6K $153K
CWEN
Clearway Energy, Inc.

Utilities
1.53K
+ 16.22%
$27.89 - $32.98 $42.7K - $50.5K
11K $310K
FPH
Five Point Holdings, LLC

Real Estate
74
+ 0.5%
$5.28 - $6.49 $391 - $480
14.8K $88K
SNSR
Global X Fds Internet Of Thing

ETFs
1
+ 0.02%
$36.13 - $39.89 $36.1 - $39.9
6.22K $242K
JBLU
Jetblue Airways Corp

Industrials
100
+ 0.95%
$4.23 - $5.49 $423 - $549
10.6K $52K
LCII
Lci Industries

Consumer Cyclical
31
+ 1.29%
$93.15 - $107.98 $2.89K - $3.35K
2.43K $226K
RAMP
Live Ramp Holdings, Inc.

Technology
3.03K
+ 24.05%
$25.76 - $34.2 $77.9K - $103K
15.6K $423K
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
1.2K
+ 9.42%
$7.32 - $7.67 $8.77K - $9.19K
13.9K $104K
NMAI
Nuveen Multi Asset Income Fund

ETFs
308
+ 2.3%
$12.35 - $13.01 $3.8K - $4.01K
13.7K $177K
AEF
Aberdeen Emerging Markets Equity Income Fund, Inc.

Financial Services
211
+ 1.83%
$5.86 - $6.56 $1.24K - $1.38K
11.8K $75K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
33
+ 0.26%
$15.6 - $16.63 $515 - $549
12.9K $214K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
972
+ 3.03%
$8.88 - $9.09 $8.63K - $8.84K
33K $296K
LEXX
Lexaria Bioscience Corp.

Healthcare
5K
+ 16.25%
$0.79 - $1.53 $3.95K - $7.65K
35.8K $33K
STKL
Sun Opta Inc.

Consumer Defensive
297
+ 0.35%
$5.19 - $6.73 $1.54K - $2K
85.5K $501K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
22
+ 0.13%
$68.58 - $69.85 $1.51K - $1.54K
16.8K $1.17M
CMCO
Columbus Mckinnon Corp

Industrials
1.64K
+ 8.75%
$13.58 - $16.86 $22.3K - $27.7K
20.4K $292K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
196
+ 1.85%
$122.0 - $138.74 $23.9K - $27.2K
10.8K $1.37M
MDIV
First Trust Multi Asset Divers

ETFs
74
+ 0.37%
$15.87 - $16.26 $1.17K - $1.2K
19.8K $318K
NWBI
Northwest Bancshares, Inc.

Financial Services
1.55K
+ 4.71%
$11.5 - $13.53 $17.8K - $20.9K
34.3K $425K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
10
+ 0.06%
$24.73 - $25.29 $247 - $253
17.3K $436K
VLT
Invesco High Income Trust Ii

Financial Services
157
+ 1.44%
$10.88 - $11.43 $1.71K - $1.79K
11.1K $124K
KRG
Kite Realty Group Trust

Real Estate
1.27K
+ 1.92%
$20.94 - $23.26 $26.6K - $29.5K
67.3K $1.5M
PZZA
Papa Johns International Inc

Consumer Cyclical
206
+ 3.27%
$40.08 - $50.41 $8.26K - $10.4K
6.51K $313K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
869
+ 6.36%
$5.79 - $5.98 $5.03K - $5.2K
14.5K $84K
CRF
Cornerstone Total Return Fund Inc

Financial Services
107
+ 0.97%
$7.69 - $8.04 $823 - $860
11.1K $89K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
11
+ 0.12%
$22.71 - $23.24 $250 - $256
9.07K $209K
KIO
Kkr Income Opportunities Fund

Financial Services
33
+ 0.08%
$12.34 - $12.82 $407 - $423
43.5K $549K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
482
+ 1.14%
N/A
42.6K $303K
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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