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
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-1.94K
- 18.03%
$39.93 - $46.67 $77.6K - $90.7K
8.84K $412K
GATX
Gatx Corp

Industrials
-315
- 9.39%
$141.27 - $159.24 $44.5K - $50.2K
3.04K $466K
DVA
Davita Inc.

Healthcare
-49
- 1.13%
$133.5 - $155.51 $6.54K - $7.62K
4.3K $612K
ELY
Callaway Golf CO

Consumer Cyclical
-2.77K
- 8.52%
N/A
29.8K $559K
IGLB
Ishares 10+ Year Investment Gr

ETFs
-1.04K
- 4.38%
$47.55 - $50.44 $49.3K - $52.3K
22.6K $1.14M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-695
- 7.1%
$89.58 - $95.01 $62.3K - $66K
9.09K $863K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-3.06K
- 2.68%
$10.82 - $12.71 $33.1K - $38.9K
111K $1.38M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-3.07K
- 5.39%
$21.85 - $22.76 $67.1K - $69.9K
53.9K $1.23M
CNO
Cno Financial Group, Inc.

Financial Services
-197
- 1.44%
$36.12 - $42.37 $7.12K - $8.35K
13.5K $520K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-2.65K
- 17.36%
$18.83 - $19.22 $49.8K - $50.9K
12.6K $241K
IIM
Invesco Value Municipal Income Trust

Financial Services
-3.68K
- 25.25%
$11.31 - $12.11 $41.6K - $44.5K
10.9K $126K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-932
- 3.05%
$50.1 - $51.02 $46.7K - $47.6K
29.6K $1.51M
CVLT
Commvault Systems Inc

Technology
-622
- 16.77%
$139.35 - $190.99 $86.7K - $119K
3.09K $538K
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
-4.5K
- 14.39%
$3.95 - $5.16 $17.8K - $23.2K
26.8K $124K
FCN
Fti Consulting, Inc

Industrials
-257
- 15.07%
$152.87 - $168.51 $39.3K - $43.3K
1.45K $233K
LBRDK
Liberty Broadband Corp

Communication Services
-2.31K
- 16.87%
$73.65 - $101.29 $170K - $234K
11.4K $1.12M
PSEC
Prospect Capital Corp

Financial Services
-3.59K
- 9.63%
$3.14 - $4.06 $11.3K - $14.6K
33.7K $107K
MFG
Mizuho Financial Group Inc

Financial Services
-8.78K
- 10.41%
$4.25 - $5.66 $37.3K - $49.7K
75.6K $420K
PRGO
Perrigo CO PLC

Healthcare
-924
- 6.17%
$24.36 - $27.91 $22.5K - $25.8K
14.1K $375K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-2.09K
- 10.21%
$65.84 - $80.81 $138K - $169K
18.4K $1.48M
AVA
Avista Corp

Utilities
-457
- 7.04%
$36.94 - $42.43 $16.9K - $19.4K
6.03K $228K
FF
Future Fuel Corp.

Basic Materials
-11K
- 46.07%
$3.85 - $4.3 $42.4K - $47.4K
12.9K $50K
SUI
Sun Communities Inc

Real Estate
-104
- 0.79%
$114.62 - $132.25 $11.9K - $13.8K
13.1K $1.65M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-2.08K
- 24.42%
$27.26 - $34.48 $56.6K - $71.6K
6.43K $221K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
-2.13K
- 21.53%
$24.54 - $30.41 $52.2K - $64.7K
7.75K $235K
TCBX
Third Coast Bancshares, Inc.

Financial Services
-991
- 8.12%
$27.48 - $33.21 $27.2K - $32.9K
11.2K $366K
RYAAY
Ryanair Holdings PLC

Industrials
-2.28K
- 37.97%
$39.21 - $57.84 $89.5K - $132K
3.73K $214K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-1.2K
- 12.23%
$37.73 - $43.54 $45.4K - $52.4K
8.64K $373K
DFIP
Dimensional ETF Tr Inflation P

ETFs
-736
- 2.39%
$41.11 - $42.42 $30.3K - $31.2K
30.1K $1.26M
LC
Lending Club Corp

Financial Services
-5.54K
- 35.45%
$8.56 - $12.03 $47.4K - $66.6K
10.1K $121K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-495
- 0.32%
$28.02 - $32.37 $13.9K - $16K
153K $4.85M
MMSI
Merit Medical Systems Inc

Healthcare
-91
- 3.62%
$88.48 - $107.04 $8.05K - $9.74K
2.42K $226K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-4.43K
- 11.64%
$153.22 - $199.8 $679K - $886K
33.7K $6.31M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-1.4K
- 19.8%
$36.35 - $41.07 $50.9K - $57.5K
5.67K $232K
CNS
Cohen & Steers, Inc.

Financial Services
-186
- 3.93%
$70.24 - $83.51 $13.1K - $15.5K
4.55K $342K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-1.85K
- 1.91%
$81.66 - $93.76 $151K - $174K
95.3K $8.93M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-1.05K
- 13.84%
$42.54 - $50.99 $44.5K - $53.3K
6.51K $332K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-17.3K
- 7.81%
$7.69 - $11.46 $133K - $198K
204K $2.34M
AA
Alcoa Corp

Basic Materials
-661
- 3.91%
$22.57 - $30.84 $14.9K - $20.4K
16.3K $479K
SAGE
Sage Therapeutics, Inc.

Healthcare
-9.59K
- 21.98%
$6.38 - $9.3 $61.2K - $89.2K
34K $310K
TS
Tenaris Sa

Energy
-549
- 5.76%
$30.71 - $39.46 $16.9K - $21.7K
8.99K $336K
CLVT
Clarivate PLC

Technology
-10.7K
- 40.63%
$3.1 - $4.5 $33.1K - $48.1K
15.6K $67K
RVNU
Xtrackers Municipal Infrastruc

ETFs
-914
- 4.16%
$23.4 - $24.92 $21.4K - $22.8K
21.1K $505K
RGEN
Repligen Corp

Healthcare
-192
- 4.66%
$108.89 - $145.23 $20.9K - $27.9K
3.93K $488K
TMP
Tompkins Financial Corp

Financial Services
-433
- 1.3%
$55.65 - $65.06 $24.1K - $28.2K
32.8K $2.06M
AVXL
Anavex Life Sciences Corp.

Healthcare
-5.32K
- 23.52%
$7.37 - $9.63 $39.2K - $51.3K
17.3K $159K
TKR
Timken CO

Industrials
-536
- 7.17%
$57.34 - $74.03 $30.7K - $39.7K
6.94K $503K
CWST
Casella Waste Systems Inc

Industrials
-1.72K
- 4.04%
$103.78 - $120.37 $179K - $207K
40.9K $4.72M
IMKTA
Ingles Markets Inc

Consumer Defensive
-414
- 10.13%
$59.82 - $65.64 $24.8K - $27.2K
3.67K $232K
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
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email