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
AURA
Aura Biosciences, Inc.

Healthcare
-3.58K
- 23.22%
$4.9 - $6.97 $17.6K - $25K
11.9K $74K
STAG
Stag Industrial, Inc.

Real Estate
-499
- 3.07%
$30.08 - $37.02 $15K - $18.5K
15.8K $571K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-2.88K
- 11.14%
$25.48 - $31.98 $73.5K - $92.2K
23K $736K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.38K
- 0.65%
$19.49 - $19.66 $26.9K - $27.2K
211K $4.14M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-631
- 6.66%
$51.81 - $61.79 $32.7K - $39K
8.84K $546K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-639
- 1.4%
$22.87 - $23.14 $14.6K - $14.8K
45.1K $1.04M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-169
- 2.84%
$58.95 - $66.19 $9.96K - $11.2K
5.79K $376K
BXP
Boston Properties Inc

Real Estate
-219
- 2.68%
$56.86 - $74.12 $12.5K - $16.2K
7.95K $536K
SRTS
Sensus Healthcare, Inc.

Healthcare
-2.92K
- 19.48%
$4.07 - $5.13 $11.9K - $15K
12.1K $57K
AVSC
American Centy ETF Tr Avantis
-734
- 8.86%
$42.39 - $51.76 $31.1K - $38K
7.56K $389K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
-218
- 7.38%
$162.34 - $192.15 $35.4K - $41.9K
2.74K $525K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-113
- 4.0%
$95.52 - $109.98 $10.8K - $12.4K
2.71K $293K
MEC
Mayville Engineering Company, Inc.

Industrials
-3.14K
- 19.88%
$11.86 - $16.34 $37.2K - $51.3K
12.7K $201K
ERAS
Erasca, Inc.

Healthcare
-6.79K
- 24.13%
$1.06 - $1.63 $7.2K - $11.1K
21.3K $27K
PANL
Pangaea Logistics Solutions Ltd.

Industrials
-2K
- 10.79%
$3.99 - $4.93 $7.98K - $9.86K
16.6K $77K
SB
Safe Bulkers, Inc.

Industrials
-543
- 0.48%
$3.05 - $3.88 $1.66K - $2.11K
113K $408K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
-1.49K
- 7.19%
$14.62 - $16.23 $21.7K - $24.1K
19.2K $311K
IHRT
I Heart Media, Inc.

Communication Services
-7.42K
- 26.87%
$0.98 - $1.83 $7.27K - $13.6K
20.2K $35K
HOUS
Anywhere Real Estate Inc.

Real Estate
-4.43K
- 22.07%
$2.88 - $4.08 $12.7K - $18.1K
15.6K $56K
TNYA
Tenaya Therapeutics, Inc.

Healthcare
-19.8K
- 33.86%
$0.39 - $0.69 $7.73K - $13.7K
38.7K $23K
LMAT
Lemaitre Vascular Inc

Healthcare
-67
- 1.59%
$77.89 - $92.6 $5.22K - $6.2K
4.15K $344K
ALXO
Alx Oncology Holdings Inc

Healthcare
-1.27K
- 3.14%
$0.41 - $0.61 $522 - $776
39.3K $16K
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
-2.61K
- 16.05%
$5.48 - $8.63 $14.3K - $22.5K
13.7K $109K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-287
- 1.01%
$10.78 - $11.57 $3.09K - $3.32K
28K $316K
GTN
Gray Television Inc

Communication Services
-4.6K
- 7.53%
$3.2 - $4.64 $14.7K - $21.3K
56.5K $255K
HL
Hecla Mining CO

Basic Materials
-3.17K
- 12.82%
$4.54 - $6.45 $14.4K - $20.5K
21.6K $129K
FSLY
Fastly, Inc.

Technology
-2.63K
- 18.3%
$5.0 - $8.28 $13.2K - $21.8K
11.8K $83K
GNR
Spdr S&P Global Natural Resour

ETFs
-548
- 2.13%
$45.66 - $55.03 $25K - $30.2K
25.2K $1.36M
ENVX
Enovix Corp

Industrials
-6.47K
- 32.59%
$5.46 - $10.53 $35.3K - $68.1K
13.4K $138K
ALLO
Allogene Therapeutics, Inc.

Healthcare
-524
- 2.72%
$0.95 - $1.7 $498 - $891
18.7K $21K
CBU
Community Bank System, Inc.

Financial Services
-122
- 0.22%
$50.88 - $58.16 $6.21K - $7.1K
55.7K $3.17M
AMG
Affiliated Managers Group, Inc.

Financial Services
-480
- 15.5%
$143.35 - $197.67 $68.8K - $94.9K
2.62K $514K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
-347
- 3.34%
$18.92 - $19.87 $6.57K - $6.89K
10K $199K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-811
- 12.15%
$37.93 - $47.69 $30.8K - $38.7K
5.87K $279K
MRSN
Mersana Therapeutics, Inc.

Healthcare
-3.97K
- 3.04%
$0.26 - $0.41 $1.03K - $1.63K
127K $38K
CACI
Caci International Inc

Technology
-12
- 0.08%
N/A
15.7K $6.71M
NMAI
Nuveen Multi Asset Income Fund

ETFs
-1.1K
- 7.58%
$10.75 - $12.65 $11.8K - $13.9K
13.4K $169K
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-1.06K
- 5.69%
$21.02 - $23.56 $22.3K - $25K
17.6K $413K
JRS
Nuveen Real Estate Income Fund

Financial Services
-6
- 0.06%
$6.92 - $8.3 $41.5 - $49.8
10.2K $79K
GIB
Cgi Inc

Technology
-159
- 6.19%
$96.47 - $109.59 $15.3K - $17.4K
2.41K $252K
CNI
Canadian National Railway CO

Industrials
-1.53K
- 6.41%
$92.66 - $108.13 $142K - $166K
22.4K $2.33M
FRSH
Freshworks Inc.

Technology
-1.62K
- 6.04%
$12.07 - $15.98 $19.6K - $25.9K
25.3K $376K
ADAP
Adaptimmune Therapeutics PLC

Healthcare
-16K
- 59.67%
$0.22 - $0.32 $3.52K - $5.12K
10.8K $2K
FRBA
First Bank (Nj) Common Stock

Financial Services
-801
- 6.18%
$12.86 - $15.49 $10.3K - $12.4K
12.2K $187K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-875
- 6.94%
$37.41 - $42.4 $32.7K - $37.1K
11.7K $497K
GPRO
Go Pro, Inc.

Technology
-13.6K
- 17.83%
$0.48 - $0.91 $6.52K - $12.4K
62.6K $47K
VRCA
Verrica Pharmaceuticals Inc.

Healthcare
-307
- 2.59%
N/A
11.6K $91K
PHK
Pimco High Income Fund

Financial Services
-5
- 0.03%
$4.43 - $4.88 $22.2 - $24.4
17.4K $83K
FVAL
Fidelity Covington Tr Value Fa

ETFs
-770
- 6.91%
$52.8 - $63.87 $40.7K - $49.2K
10.4K $662K
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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