Wealth Enhancement Advisory Services, LLC Reduced Holdings in Q3 2024

Wealth Enhancement Advisory Services, LLC

  • $44.5 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-325
- 0.93%
$19.74 - $20.07 $6.42K - $6.52K
34.5K $690K
SBEV
Splash Beverage Group, Inc.

Consumer Defensive
-75
- 0.12%
$0.23 - $0.51 $17.3 - $38.3
60K $15K
NANR
Spdr Index Shs Fds S&P North A

ETFs
-144
- 3.07%
$51.89 - $57.3 $7.47K - $8.25K
4.55K $257K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-8.18K
- 5.37%
$8.04 - $8.65 $65.8K - $70.7K
144K $1.25M
LSTR
Landstar System Inc

Industrials
-54
- 1.82%
$173.24 - $193.87 $9.35K - $10.5K
2.92K $551K
MFEM
Pimco Rafi Dynamic Multi Facto

ETFs
-1.2K
- 3.26%
$19.0 - $21.5 $22.8K - $25.8K
35.6K $755K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-955
- 4.79%
$9.89 - $11.43 $9.44K - $10.9K
19K $208K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-1.48K
- 3.46%
$21.61 - $22.87 $31.9K - $33.8K
41.2K $935K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-275
- 4.36%
$70.42 - $80.82 $19.4K - $22.2K
6.04K $471K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-128
- 0.6%
$5.44 - $5.91 $696 - $756
21.2K $122K
RWR
Spdr Dow Jones Reit ETF

ETFs
-759
- 12.14%
$92.36 - $108.47 $70.1K - $82.3K
5.49K $586K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-380
- 1.78%
$15.71 - $17.51 $5.97K - $6.65K
20.9K $363K
PRU
Prudential Financial Inc

Financial Services
-1.72K
- 3.17%
$105.53 - $127.32 $182K - $219K
52.6K $6.37M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
-629
- 3.81%
$13.15 - $14.12 $8.27K - $8.88K
15.9K $223K
VALE
Vale S.A.

Basic Materials
-350
- 2.17%
$9.9 - $11.8 $3.47K - $4.13K
15.7K $184K
GLT
Glatfelter Corp

Basic Materials
-12
- 0.12%
$1.35 - $1.9 $16.2 - $22.8
10K $18K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
-361
- 4.59%
$46.07 - $50.3 $16.6K - $18.2K
7.5K $377K
TDY
Teledyne Technologies Inc

Technology
-161
- 10.7%
$381.47 - $437.71 $61.4K - $70.5K
1.34K $588K
GERN
Geron Corp

Healthcare
-1.51K
- 3.53%
$4.17 - $4.99 $6.3K - $7.53K
41.3K $187K
POST
Post Holdings, Inc.

Consumer Defensive
-353
- 8.65%
$103.64 - $118.23 $36.6K - $41.7K
3.73K $431K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-1.85K
- 5.53%
$67.43 - $74.23 $124K - $137K
31.5K $2.3M
KXI
Ishares Tr Global Consumer Sta

ETFs
-297
- 6.67%
$59.84 - $66.17 $17.8K - $19.7K
4.16K $273K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-2.32K
- 3.97%
$48.46 - $54.37 $113K - $126K
56.1K $3.01M
SANM
Sanmina Corp

Technology
-15
- 0.42%
$62.98 - $75.33 $945 - $1.13K
3.56K $243K
PBT
Permian Basin Royalty Trust

Energy
-500
- 2.28%
$10.5 - $12.01 $5.25K - $6.01K
21.4K $254K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-9
- 0.09%
$51.78 - $52.98 $466 - $477
9.77K $517K
PUK
Prudential PLC

Financial Services
-196
- 0.33%
$16.07 - $19.33 $3.15K - $3.79K
59.6K $1.1M
OGIG
Alps ETF Tr Oshares Global Int

ETFs
-546
- 4.23%
$35.01 - $41.8 $19.1K - $22.8K
12.4K $517K
GAB
Gabelli Equity Trust Inc

Financial Services
-3.19K
- 3.52%
$5.15 - $5.6 $16.4K - $17.9K
87.5K $480K
BBUS
J P Morgan Exchg Traded Fd

ETFs
-425
- 4.39%
$93.22 - $103.58 $39.6K - $44K
9.25K $958K
NMS
Nuveen Minnesota Quality Municipal Income Fund

Financial Services
-3.26K
- 9.84%
$11.28 - $13.62 $36.8K - $44.5K
29.9K $386K
PAAS
Pan American Silver Corp

Basic Materials
-132
- 1.02%
$18.58 - $24.18 $2.45K - $3.19K
12.8K $267K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-351
- 3.06%
$51.3 - $59.04 $18K - $20.7K
11.1K $611K
AZEK
Azek CO Inc.

Industrials
-826
- 7.91%
$36.81 - $46.9 $30.4K - $38.7K
9.61K $449K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-1.29K
- 4.43%
$9.55 - $11.13 $12.3K - $14.3K
27.8K $301K
A
Agilent Technologies, Inc.

Healthcare
-2.93K
- 12.38%
$125.42 - $148.48 $368K - $435K
20.7K $3.08M
NMAI
Nuveen Multi Asset Income Fund

ETFs
-115
- 0.82%
$12.3 - $13.48 $1.41K - $1.55K
13.9K $183K
MNKD
Mannkind Corp

Healthcare
-1.63K
- 8.09%
$5.01 - $6.7 $8.18K - $10.9K
18.5K $116K
YUM
Yum Brands Inc

Consumer Cyclical
-2.55K
- 5.02%
$125.95 - $139.96 $321K - $357K
48.3K $6.74M
EWJ
Ishares Msci Japan ETF

ETFs
-347
- 3.17%
$63.12 - $72.99 $21.9K - $25.3K
10.6K $757K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-352
- 1.45%
$7.45 - $8.23 $2.62K - $2.9K
23.9K $192K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-30
- 0.07%
$7.86 - $8.77 $236 - $263
43.6K $380K
HPF
John Hancock Preferred Income Fund Ii

Financial Services
-1.07K
- 5.52%
$16.15 - $18.66 $17.2K - $19.9K
18.3K $340K
LIT
Global X Fds Global X Lithium

ETFs
-473
- 6.99%
$35.01 - $43.59 $16.6K - $20.6K
6.3K $274K
PFM
Invesco Exchange Traded Fd Tr

ETFs
-552
- 5.6%
$42.65 - $46.55 $23.5K - $25.7K
9.31K $433K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-1.92K
- 10.3%
$39.95 - $45.86 $76.7K - $88.1K
16.7K $763K
IHE
Ishares Tr

ETFs
-12
- 0.37%
$65.61 - $72.86 $787 - $874
3.23K $228K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-835
- 3.73%
$44.24 - $49.47 $36.9K - $41.3K
21.6K $1.07M
CPB
Campbell Soup CO

Consumer Defensive
-366
- 4.08%
$45.01 - $51.89 $16.5K - $19K
8.6K $420K
Activity Summary
Buys All Purchases 1623 New Holdings 280 Increased Positions 1343 Sells All Sells 948 Reductions 948 Sold out 0 Options Calls 71 Puts 47
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