Wealth Enhancement Advisory Services, LLC Reduced Holdings in Q4 2024

Wealth Enhancement Advisory Services, LLC

  • $46.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-1
- -0.0%
$55.73 - $61.23 $55.7 - $61.2
79.2K $4.47M
CHW
Calamos Global Dynamic Income Fund

Financial Services
-12.2K
- 4.56%
$6.75 - $7.33 $82.4K - $89.4K
255K $1.72M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-1
- -0.0%
$26.16 - $28.82 $26.2 - $28.8
97.7K $2.56M
SUI
Sun Communities Inc

Real Estate
-126
- 0.98%
$119.89 - $139.05 $15.1K - $17.5K
12.8K $1.57M
SBAC
Sba Communications Corp

Real Estate
-108
- 2.7%
$198.24 - $249.31 $21.4K - $26.9K
3.9K $794K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-1
- -0.0%
$101.82 - $114.06 $102 - $114
23.3K $2.41M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-1
- -0.0%
$19.27 - $20.9 $19.3 - $20.9
235K $4.64M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-2
- -0.0%
$43.44 - $45.05 $86.9 - $90.1
92.4K $4.01M
QDF
Flexshares Quality Dividend In

ETFs
-87
- 0.07%
$70.4 - $73.87 $6.12K - $6.43K
128K $9.01M
DOX
Amdocs LTD

Technology
-1
- -0.0%
$82.94 - $92.86 $82.9 - $92.9
65.4K $5.57M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-1
- 0.01%
$70.63 - $78.23 $70.6 - $78.2
19.7K $1.4M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-92
- 0.06%
$46.75 - $47.8 $4.3K - $4.4K
160K $7.5M
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
-5K
- 7.16%
$15.43 - $16.42 $77.2K - $82.1K
64.8K $1.01M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.55K
- 0.28%
N/A
545K $46.8M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-3.21K
- 14.87%
$49.03 - $53.35 $157K - $171K
18.4K $941K
REXR
Rexford Industrial Realty, Inc.

Real Estate
-265
- 2.81%
$37.97 - $49.45 $10.1K - $13.1K
9.16K $354K
VTR
Ventas, Inc.

Real Estate
-45
- 0.2%
$57.73 - $66.48 $2.6K - $2.99K
22.4K $1.32M
PECO
Phillips Edison & Company, Inc.

Real Estate
-2.5K
- 2.46%
$35.96 - $39.8 $89.8K - $99.3K
98.9K $3.7M
BMI
Badger Meter Inc

Technology
-1
- 0.01%
$199.06 - $237.67 $199 - $238
18.2K $3.87M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-234
- 0.21%
$13.01 - $14.43 $3.04K - $3.38K
111K $1.48M
AOS
Smith A O Corp

Industrials
-1
- 0.02%
$68.02 - $88.94 $68 - $88.9
5.12K $349K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
-100
- 0.52%
$36.36 - $43.93 $3.64K - $4.39K
19.2K $698K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-278
- 0.94%
$30.93 - $33.94 $8.6K - $9.44K
29.2K $905K
EBND
Spdr Bloomberg Emerging Market

ETFs
-789
- 1.62%
$19.53 - $21.1 $15.4K - $16.6K
48K $937K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-2.18K
- 4.01%
$21.43 - $22.55 $46.8K - $49.2K
52.3K $1.13M
BIDU
Baidu, Inc.

Communication Services
-81
- 1.87%
$80.33 - $115.13 $6.51K - $9.33K
4.25K $358K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-20
- 0.09%
$164.89 - $177.66 $3.3K - $3.55K
23.1K $3.82M
HEFA
Ishares Currency Hedged Msci E

ETFs
-1
- -0.0%
$34.42 - $35.88 $34.4 - $35.9
142K $4.93M
STAG
Stag Industrial, Inc.

Real Estate
-304
- 1.93%
$33.22 - $39.1 $10.1K - $11.9K
15.4K $521K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
-1.1K
- 2.48%
$22.12 - $24.37 $24.3K - $26.8K
43.3K $1.01M
IDU
Ishares Tr U S Utils ETF

ETFs
-240
- 2.19%
$94.65 - $105.73 $22.7K - $25.4K
10.7K $1.03M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-770
- 0.75%
$101.22 - $107.72 $77.9K - $82.9K
102K $10.5M
ARKG
Ark Genomic Revolution ETF (De

ETFs
-115
- 0.29%
$22.66 - $27.11 $2.61K - $3.12K
39.2K $922K
ERIE
Erie Indemnity CO

Financial Services
-1
- 0.16%
$401.65 - $542.86 $402 - $543
639 $263K
AOA
Ishares Tr Core Aggressive All

ETFs
-1
- -0.0%
$76.61 - $79.88 $76.6 - $79.9
33.8K $2.59M
UMMA
Listed Fds Tr Wahed Dow Jones

ETFs
-4
- 0.01%
$23.55 - $25.79 $94.2 - $103
39.5K $933K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-1
- -0.0%
$17.21 - $18.41 $17.2 - $18.4
73.3K $1.27M
IGF
Ishares Global Infrastructure

ETFs
-941
- 9.85%
$51.2 - $55.7 $48.2K - $52.4K
8.61K $450K
AVB
Avalonbay Communities Inc

Real Estate
-118
- 1.48%
$216.28 - $237.81 $25.5K - $28.1K
7.87K $1.73M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-264
- 0.2%
$18.28 - $18.87 $4.83K - $4.98K
131K $2.39M
JD
Jd.Com, Inc.

Consumer Cyclical
-99
- 0.85%
$33.35 - $47.1 $3.3K - $4.66K
11.6K $401K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-242
- 0.17%
$20.08 - $20.61 $4.86K - $4.99K
143K $2.89M
DG
Dollar General Corp

Consumer Defensive
-47
- 0.67%
$73.27 - $84.47 $3.44K - $3.97K
6.92K $524K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-6.2K
- 12.72%
$11.34 - $12.27 $70.3K - $76.1K
42.6K $508K
RF
Regions Financial Corp

Financial Services
-3.81K
- 2.51%
$22.45 - $27.47 $85.5K - $105K
148K $3.48M
INVH
Invitation Homes Inc.

Real Estate
-423
- 3.28%
$31.4 - $34.69 $13.3K - $14.7K
12.5K $398K
EWJ
Ishares Msci Japan ETF

ETFs
-129
- 1.22%
$66.18 - $71.84 $8.54K - $9.27K
10.5K $702K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1
- 0.01%
$33.39 - $37.66 $33.4 - $37.7
17.4K $581K
IFRA
Ishares Tr

ETFs
-570
- 1.55%
$45.94 - $51.71 $26.2K - $29.5K
36.3K $1.68M
Activity Summary
Buys All Purchases 1250 New Holdings 21 Increased Positions 1229 Sells All Sells 289 Reductions 289 Sold out 0 Options Calls 9 Puts 8
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