Wealth Enhancement Advisory Services, LLC New Holdings in Q1 2025

Wealth Enhancement Advisory Services, LLC

  • $49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVOL
Kraneshares Tr Quadratic Int R

ETFs
760K
New
$17.61 - $18.7 $13.4M - $14.2M
760K $14.2M
FEP
First Trust Europe Alphadex Fu

ETFs
217K
New
$35.43 - $42.94 $7.69M - $9.32M
217K $8.86M
AVSU
American Centy ETF Tr Avantis

ETFs
138K
New
$61.4 - $69.08 $8.47M - $9.53M
138K $8.6M
FLO
Flowers Foods Inc

Consumer Defensive
342K
New
$18.05 - $20.78 $6.17M - $7.11M
342K $6.5M
JANZ
Listed Fds Tr Trueshares Struc

ETFs
155K
New
$32.81 - $35.43 $5.1M - $5.51M
155K $5.15M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
75.4K
New
$31.92 - $38.83 $2.41M - $2.93M
75.4K $2.5M
BECN
Beacon Roofing Supply Inc

Industrials
18.1K
New
$100.48 - $123.86 $1.82M - $2.24M
18.1K $2.24M
U
Unity Software Inc.

Technology
113K
New
$19.44 - $28.34 $2.2M - $3.2M
113K $2.22M
UMBF
Umb Financial Corp

Financial Services
19.3K
New
$98.0 - $122.56 $1.89M - $2.37M
19.3K $1.95M
WTBA
West Bancorporation Inc

Financial Services
97.5K
New
$19.94 - $22.62 $1.94M - $2.2M
97.5K $1.94M
ESTC
Elastic N.V.

Technology
20.6K
New
$89.1 - $117.76 $1.83M - $2.43M
20.6K $1.83M
TUGN
Listed Fds Tr Stf Tactical Gro

ETFs
77.3K
New
$21.56 - $25.08 $1.67M - $1.94M
77.3K $1.67M
PDD
Pinduoduo Inc.

Consumer Cyclical
13.8K
New
$94.68 - $131.34 $1.3M - $1.81M
13.8K $1.63M
EEFT
Euronet Worldwide, Inc.

Technology
13.1K
New
$94.42 - $110.06 $1.24M - $1.44M
13.1K $1.4M
IAC
Iac/Inter Active Corp

Communication Services
24.1K
New
$41.0 - $50.0 $988K - $1.2M
24.1K $1.11M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
19.6K
New
$47.66 - $57.45 $932K - $1.12M
19.6K $1.08M
MINO
Pimco ETF Tr Municipal Income

ETFs
22.9K
New
$44.44 - $45.83 $1.02M - $1.05M
22.9K $1.02M
RYN
Rayonier Inc

Real Estate
36.5K
New
$24.95 - $28.24 $910K - $1.03M
36.5K $1.02M
SCD
Lmp Capital & Income Fund Inc.

Financial Services
59.3K
New
$15.63 - $17.67 $927K - $1.05M
59.3K $944K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
9.78K
New
$93.32 - $95.35 $913K - $933K
9.78K $915K
USCI
United States Commodity Index Funds Trust

ETFs
12.5K
New
$66.48 - $72.3 $833K - $906K
12.5K $903K
MSM
Msc Industrial Direct CO Inc

Industrials
11.5K
New
$74.45 - $83.08 $860K - $959K
11.5K $896K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
62.8K
New
$13.65 - $14.45 $858K - $908K
62.8K $895K
LBRT
Liberty Energy Inc.

Energy
48.1K
New
$14.13 - $23.12 $679K - $1.11M
48.1K $760K
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
27.2K
New
$25.79 - $33.75 $700K - $917K
27.2K $739K
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
17.5K
New
$41.11 - $48.92 $719K - $856K
17.5K $738K
ONLN
Proshares Tr Online Retail ETF

ETFs
15.2K
New
$42.63 - $51.27 $650K - $781K
15.2K $666K
RIOT
Riot Blockchain, Inc.

Technology
85.7K
New
$7.12 - $13.54 $610K - $1.16M
85.7K $610K
NTR
Nutrien Ltd.

Basic Materials
12.2K
New
$45.28 - $53.84 $554K - $659K
12.2K $608K
PTCT
Ptc Therapeutics, Inc.

Healthcare
11.7K
New
$41.81 - $57.17 $488K - $667K
11.7K $594K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
20K
New
$24.39 - $35.22 $488K - $705K
20K $594K
AMN
Amn Healthcare Services Inc

Healthcare
24.2K
New
$23.07 - $28.1 $559K - $680K
24.2K $592K
BKU
Bank United, Inc.

Financial Services
17K
New
$31.36 - $41.63 $533K - $707K
17K $584K
OMER
Omeros Corp

Healthcare
70.4K
New
$7.04 - $11.21 $496K - $789K
70.4K $578K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
40.3K
New
$14.21 - $15.67 $573K - $632K
40.3K $575K
CDE
Coeur Mining, Inc.

Basic Materials
91.2K
New
$5.02 - $7.29 $458K - $665K
91.2K $539K
TCBI
Texas Capital Bancshares Inc

Financial Services
7.07K
New
$70.86 - $83.85 $501K - $593K
7.07K $527K
BALT
Innovator Etfs Tr
16.6K
New
$31.31 - $31.89 $520K - $530K
16.6K $521K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
44.6K
New
$10.98 - $17.34 $489K - $773K
44.6K $517K
MWA
Mueller Water Products, Inc.

Industrials
19.7K
New
$21.65 - $28.24 $427K - $557K
19.7K $501K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
39.5K
New
$11.63 - $13.3 $460K - $526K
39.5K $459K
EWA
Ishares Msci Australia ETF

ETFs
18.5K
New
$23.02 - $25.66 $427K - $476K
18.5K $434K
TCBX
Third Coast Bancshares, Inc.

Financial Services
12.2K
New
$30.91 - $38.43 $377K - $469K
12.2K $407K
TWST
Twist Bioscience Corp

Healthcare
10.1K
New
$36.71 - $54.07 $371K - $546K
10.1K $396K
MCY
Mercury General Corp

Financial Services
6.87K
New
$47.18 - $65.75 $324K - $452K
6.87K $384K
KIE
Spdr S&P Insurance ETF

ETFs
6.34K
New
$54.24 - $60.81 $344K - $386K
6.34K $381K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
22.3K
New
$16.18 - $17.82 $361K - $398K
22.3K $376K
PCTY
Paylocity Holding Corp

Technology
1.92K
New
$183.21 - $217.86 $351K - $418K
1.92K $359K
COLD
Americold Realty Trust

Real Estate
16.6K
New
$20.74 - $23.05 $344K - $382K
16.6K $355K
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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