Wealth Enhancement Advisory Services, LLC Reduced Holdings in Q2 2025

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PMAR
Innovator U.S. Equity Power Bu

ETFs
-5.56K
- 8.56%
$37.18 - $42.23 $207K - $235K
59.4K $2.51M
EXLS
Exl Service Holdings, Inc.

Technology
-608
- 4.02%
$41.85 - $48.48 $25.4K - $29.5K
14.5K $635K
PJP
Invesco Exchange Traded Fd Tr

ETFs
-535
- 6.69%
$74.59 - $84.45 $39.9K - $45.2K
7.46K $595K
ERII
Energy Recovery, Inc.

Industrials
-2.17K
- 13.98%
$11.37 - $15.97 $24.7K - $34.7K
13.4K $170K
OPK
Opko Health, Inc.

Healthcare
-37.7K
- 50.48%
$1.24 - $1.66 $46.8K - $62.6K
37K $48K
INDB
Independent Bank Corp

Financial Services
-1.3K
- 5.11%
$53.62 - $65.63 $69.5K - $85.1K
24.1K $1.51M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-1.72K
- 4.56%
$18.68 - $21.54 $32.1K - $37K
35.9K $732K
CBSH
Commerce Bancshares Inc

Financial Services
-1.17K
- 6.49%
$55.42 - $65.63 $64.7K - $76.6K
16.8K $1.04M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
-19.5K
- 1.58%
$18.21 - $18.97 $355K - $370K
1.21M $23M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-3.84K
- 17.3%
$22.63 - $26.95 $86.9K - $103K
18.4K $494K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
-13.3K
- 54.97%
$3.97 - $5.84 $52.9K - $77.8K
10.9K $55K
DSL
Double Line Income Solutions Fund

Financial Services
-4.38K
- 8.67%
$11.15 - $12.57 $48.8K - $55K
46.1K $564K
HBI
Hanesbrands Inc.

Consumer Cyclical
-2.99K
- 6.14%
$4.32 - $5.95 $12.9K - $17.8K
45.7K $209K
EXPI
Exp World Holdings, Inc.

Real Estate
-6.65K
- 36.33%
$7.46 - $9.89 $49.6K - $65.8K
11.7K $106K
EPAC
Enerpac Tool Group Corp

Industrials
-1.01K
- 14.76%
$37.39 - $46.15 $37.8K - $46.6K
5.84K $236K
FFIC
Flushing Financial Corp

Financial Services
-4.74K
- 26.53%
$10.9 - $13.17 $51.6K - $62.4K
13.1K $155K
GFF
Griffon Corp

Industrials
-1.03K
- 23.75%
$64.73 - $74.97 $66.8K - $77.4K
3.31K $239K
VFVA
Vanguard Wellington Fd U S Val

ETFs
-749
- 20.28%
$97.51 - $118.42 $73K - $88.7K
2.94K $348K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-3.71K
- 9.82%
$19.58 - $19.93 $72.7K - $74K
34.1K $679K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-2.8K
- 15.09%
$34.28 - $41.6 $96.1K - $117K
15.8K $654K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-3.3K
- 9.52%
$21.71 - $22.3 $71.6K - $73.5K
31.4K $695K
OPEN
Opendoor Technologies Inc.

Real Estate
-59.5K
- 76.85%
$0.51 - $1.09 $30.4K - $64.9K
17.9K $9K
PTCT
Ptc Therapeutics, Inc.

Healthcare
-917
- 7.86%
$36.19 - $52.13 $33.2K - $47.8K
10.8K $525K
REI
Ring Energy, Inc.

Energy
-48.8K
- 59.15%
$0.74 - $1.17 $36.1K - $57.1K
33.7K $26K
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
-2.04K
- 29.43%
$44.63 - $54.44 $91.2K - $111K
4.9K $266K
PFFR
Etfis Ser Tr I Infracap Reit P

ETFs
-1.07K
- 0.64%
$17.18 - $18.29 $18.4K - $19.6K
167K $3.01M
ERIE
Erie Indemnity CO

Financial Services
-21
- 2.6%
$340.45 - $423.93 $7.15K - $8.9K
788 $273K
FCAL
First Tr Iii Calif Mun High In

ETFs
-1.29K
- 19.29%
$47.18 - $49.3 $60.6K - $63.4K
5.38K $257K
BBUS
J P Morgan Exchg Traded Fd

ETFs
-1.35K
- 17.54%
$89.63 - $111.92 $121K - $152K
6.37K $712K
LNC
Lincoln National Corp

Financial Services
-702
- 2.23%
$28.95 - $37.27 $20.3K - $26.2K
30.7K $1.06M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-5.69K
- 11.57%
$52.84 - $65.52 $301K - $373K
43.5K $2.85M
PICK
Ishares Inc Msci Global Select

ETFs
-2.17K
- 22.59%
$30.23 - $38.24 $65.5K - $82.9K
7.43K $279K
IDU
Ishares Tr U S Utils ETF

ETFs
-1.04K
- 7.4%
$93.98 - $106.11 $97.3K - $110K
12.9K $1.35M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-831
- 3.24%
$60.03 - $72.0 $49.9K - $59.8K
24.8K $1.65M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-10.9K
- 9.46%
$7.6 - $8.89 $83K - $97.1K
105K $929K
ARGT
Global X Msci Argentina ETF

ETFs
-963
- 20.87%
$70.3 - $94.5 $67.7K - $91K
3.65K $309K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-254
- 2.17%
$21.27 - $26.73 $5.4K - $6.79K
11.5K $251K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-1.23K
- 6.89%
$65.1 - $75.98 $80.3K - $93.7K
16.7K $1.27M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-4.29K
- 4.33%
$14.97 - $16.79 $64.3K - $72.1K
94.9K $1.59M
ORGO
Organogenesis Holdings Inc.

Healthcare
-9.08K
- 20.91%
$2.66 - $5.34 $24.1K - $48.5K
34.3K $125K
NYF
Ishares New York Muni Bond ETF

ETFs
-1.02K
- 6.94%
$51.29 - $53.06 $52.1K - $53.9K
13.6K $709K
SWKS
Skyworks Solutions, Inc.

Technology
-4.65K
- 16.14%
$49.2 - $74.95 $229K - $348K
24.1K $1.8M
BBD
Bank Bradesco

Financial Services
-31.3K
- 73.93%
$2.02 - $3.09 $63.3K - $96.8K
11K $34K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-3.38K
- 15.51%
$43.53 - $54.46 $147K - $184K
18.4K $1M
MARA
Marathon Digital Holdings, Inc.

Financial Services
-2.6K
- 4.03%
N/A
61.9K $1.4M
CTO
Cto Realty Growth, Inc.

Real Estate
-1.73K
- 12.73%
$16.86 - $19.44 $29.1K - $33.6K
11.8K $204K
WTBA
West Bancorporation Inc

Financial Services
-1.36K
- 1.4%
$18.31 - $20.38 $24.9K - $27.7K
96.1K $1.89M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
-4.07K
- 9.78%
$9.57 - $10.35 $39K - $42.1K
37.6K $371K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-3.35K
- 13.54%
$17.99 - $18.99 $60.3K - $63.7K
21.4K $406K
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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