Wealth Enhancement Advisory Services, LLC Sells in Q2 2025

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-38.1K
- 7.57%
$10.78 - $11.28 $410K - $429K
465K $5.17M
CDW
Cdw Corp

Technology
-3.92K
- 30.53%
$144.49 - $190.68 $566K - $747K
8.91K $1.59M
XBJL
Innovator Etfs Tr Us Equity Ac
-17.2K
- 23.61%
$30.83 - $35.99 $530K - $618K
55.6K $2M
PKG
Packaging Corp Of America

Consumer Cyclical
-945
- 3.3%
$175.97 - $201.36 $166K - $190K
27.7K $5.22M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-21.1K
- 19.66%
$32.02 - $39.74 $675K - $838K
86.2K $3.42M
FSK
Fs Kkr Capital Corp

Financial Services
-20.4K
- 16.86%
$17.95 - $21.5 $366K - $439K
101K $2.09M
BNDX
Vanguard Total International B

ETFs
-14.3K
- 3.74%
$48.77 - $49.55 $698K - $710K
369K $18.3M
WST
West Pharmaceutical Services Inc

Healthcare
-1.38K
- 4.95%
$190.39 - $227.7 $263K - $315K
26.6K $5.81M
USA
Liberty All Star Equity Fund

Financial Services
-85.8K
- 14.45%
$5.9 - $6.81 $506K - $584K
508K $3.46M
NRG
Nrg Energy, Inc.

Utilities
-17.9K
- 47.67%
$83.61 - $162.67 $1.5M - $2.91M
19.7K $3.16M
AYI
Acuity Brands Inc

Industrials
-2.27K
- 31.73%
$223.31 - $304.18 $507K - $691K
4.89K $1.46M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-30.5K
- 5.44%
$16.93 - $17.81 $517K - $544K
531K $9.45M
VTR
Ventas, Inc.

Real Estate
-3.61K
- 10.37%
$62.45 - $70.08 $225K - $253K
31.2K $1.97M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-10.1K
- 29.1%
$38.16 - $46.72 $386K - $472K
24.6K $1.09M
RMD
Resmed Inc

Healthcare
-2.83K
- 30.61%
$204.54 - $258.0 $579K - $730K
6.42K $1.66M
WSM
Williams Sonoma Inc

Consumer Cyclical
-4.55K
- 7.26%
$137.62 - $174.44 $626K - $794K
58.1K $9.5M
SRLN
Ssga Active Trust

ETFs
-11.9K
- 6.63%
$39.47 - $41.59 $470K - $496K
168K $6.98M
NOV
Nov Inc.

Energy
-20.1K
- 35.55%
$11.11 - $15.41 $223K - $310K
36.4K $452K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
-32.6K
- 73.13%
$9.31 - $12.72 $303K - $415K
12K $115K
PDI
Pimco Dynamic Income Fund

Financial Services
-14.5K
- 9.8%
$17.02 - $19.87 $248K - $289K
134K $2.54M
PVAL
Putnam ETF Tr Putnam Focused L
-79.4K
- 7.35%
$33.6 - $40.23 $2.67M - $3.19M
1M $40.3M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-3.98K
- 12.98%
$99.1 - $99.49 $395K - $396K
26.7K $2.66M
PNW
Pinnacle West Capital Corp

Utilities
-2.11K
- 6.02%
$88.3 - $95.43 $187K - $202K
33K $2.95M
MAT
Mattel Inc

Consumer Cyclical
-20.7K
- 27.03%
$14.55 - $20.12 $301K - $417K
55.9K $1.1M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-3.58K
- 1.68%
$94.78 - $95.97 $339K - $344K
209K $20M
GLD
Spdr Gold Trust

ETFs
-15K
- 5.98%
$273.71 - $316.29 $4.1M - $4.73M
236K $71.8M
WYNN
Wynn Resorts LTD

Consumer Cyclical
-5.73K
- 37.2%
$66.1 - $97.75 $379K - $560K
9.67K $906K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-6.01K
- 12.11%
$108.87 - $133.04 $654K - $800K
43.6K $5.8M
PFG
Principal Financial Group Inc

Financial Services
-2.74K
- 8.66%
$69.56 - $86.19 $191K - $236K
28.9K $2.3M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-7.91K
- 26.24%
$65.04 - $82.18 $514K - $650K
22.2K $1.83M
DV
Double Verify Holdings, Inc.

Technology
-35K
- 36.03%
$11.86 - $15.03 $415K - $526K
62.1K $930K
CHW
Calamos Global Dynamic Income Fund

Financial Services
-67.6K
- 43.61%
$5.59 - $7.13 $378K - $482K
87.4K $623K
LOB
Live Oak Bancshares, Inc.

Financial Services
-16.4K
- 42.16%
$23.17 - $30.04 $379K - $491K
22.4K $668K
ICF
Ishares Tr

ETFs
-5.7K
- 12.43%
$54.56 - $62.47 $311K - $356K
40.1K $2.46M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-13.4K
- 8.26%
$19.55 - $21.78 $262K - $292K
149K $3.1M
IGOV
Ishares 1 3 International Trea

ETFs
-12.1K
- 28.16%
$39.53 - $43.1 $478K - $521K
30.8K $1.33M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-15.8K
- 45.6%
$23.45 - $26.56 $371K - $420K
18.9K $500K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
-10.1K
- 65.34%
$32.77 - $38.72 $332K - $392K
5.37K $207K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-16.4K
- 8.69%
$23.32 - $24.45 $382K - $400K
172K $4.2M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-4.74K
- 31.2%
$72.12 - $76.23 $342K - $361K
10.5K $793K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-13.3K
- 50.68%
$27.46 - $33.2 $366K - $442K
13K $430K
PID
Invesco Exchange Traded Fd Tr

ETFs
-19.8K
- 5.46%
N/A
344K $6.14M
NLOK
Norton Life Lock Inc.

Technology
-16.3K
- 29.68%
N/A
38.6K $830K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-6.84K
- 6.67%
$50.29 - $50.56 $344K - $346K
95.8K $4.84M
IRDM
Iridium Communications Inc.

Communication Services
-13.2K
- 64.07%
$21.57 - $30.17 $285K - $398K
7.41K $223K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
-4.69K
- 58.35%
$79.91 - $109.54 $375K - $514K
3.35K $366K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-15.9K
- 5.93%
$20.66 - $20.74 $329K - $331K
253K $5.23M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-3.07K
- 10.52%
$61.03 - $67.59 $188K - $208K
26.1K $1.67M
AIZ
Assurant, Inc.

Financial Services
-1.25K
- 20.34%
$179.73 - $211.56 $224K - $264K
4.89K $965K
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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