Wealth Enhancement Advisory Services, LLC Incresed Positions in Q1 2025

Wealth Enhancement Advisory Services, LLC

  • $49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
1.45K
+ 4.79%
$10.53 - $11.08 $15.3K - $16.1K
31.8K $341K
BRKL
Brookline Bancorp Inc

Financial Services
2.7K
+ 16.58%
$10.72 - $12.69 $29K - $34.3K
19K $207K
CFFN
Capitol Federal Financial, Inc.

Financial Services
4.26K
+ 14.61%
$5.56 - $6.2 $23.7K - $26.4K
33.4K $187K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
4.57K
+ 2.9%
$22.83 - $23.75 $104K - $109K
162K $3.74M
UVSP
Univest Financial Corp

Financial Services
903
+ 10.21%
$27.52 - $31.63 $24.9K - $28.6K
9.75K $276K
AWR
American States Water CO

Utilities
104
+ 1.94%
$70.84 - $80.98 $7.37K - $8.42K
5.47K $430K
CCJ
Cameco Corp

Energy
1.91K
+ 30.41%
$40.64 - $56.86 $77.5K - $108K
8.18K $336K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
447
+ 4.53%
$119.84 - $136.1 $53.6K - $60.8K
10.3K $1.25M
VRCA
Verrica Pharmaceuticals Inc.

Healthcare
1.74K
+ 17.17%
N/A
11.9K $94K
JPMB
J P Morgan Usd Emerging Market

ETFs
186
+ 1.12%
$37.79 - $39.03 $7.03K - $7.26K
16.8K $643K
OMF
One Main Holdings, Inc.

Financial Services
1.15K
+ 8.74%
$45.35 - $58.06 $52K - $66.6K
14.3K $697K
PB
Prosperity Bancshares Inc

Financial Services
561
+ 8.25%
$69.3 - $80.69 $38.9K - $45.3K
7.36K $525K
ABM
Abm Industries Inc

Industrials
693
+ 12.81%
$45.51 - $54.64 $31.5K - $37.9K
6.1K $288K
FRBA
First Bank (Nj) Common Stock

Financial Services
310
+ 2.45%
$13.07 - $15.69 $4.05K - $4.86K
13K $190K
KFY
Korn Ferry

Industrials
153
+ 2.89%
$62.52 - $71.6 $9.57K - $11K
5.45K $369K
KIND
Nextdoor Holdings, Inc.

Communication Services
14.3K
+ 123.36%
$1.53 - $2.75 $21.8K - $39.2K
25.8K $39K
CR
Crane Holdings, Co.

Industrials
8
+ 0.12%
$150.33 - $175.81 $1.2K - $1.41K
6.55K $1M
GNW
Genworth Financial Inc

Financial Services
1.18K
+ 5.77%
$6.44 - $7.42 $7.61K - $8.76K
21.6K $153K
OEC
Orion Engineered Carbons S.A.

Basic Materials
3.05K
+ 30.27%
$12.74 - $15.33 $38.8K - $46.7K
13.1K $169K
CRNC
Cerence Inc.

Technology
1.12K
+ 7.6%
$7.9 - $20.18 $8.84K - $22.6K
15.8K $125K
VFL
Delaware Investments National Municipal Income Fund

Financial Services
1.17K
+ 1.7%
$10.04 - $10.82 $11.7K - $12.6K
69.7K $706K
EB
Eventbrite, Inc.

Technology
16.9K
+ 80.44%
$2.11 - $3.68 $35.7K - $62.2K
37.9K $80K
BJAN
Innovator U.S. Equity Buffer E

ETFs
649
+ 4.17%
$46.03 - $49.45 $29.9K - $32.1K
16.2K $755K
MASI
Masimo Corp

Healthcare
41
+ 1.74%
$163.55 - $190.63 $6.71K - $7.82K
2.4K $400K
XPRO
Expro Group Holdings N.V.

Energy
4.72K
+ 32.07%
$9.94 - $14.83 $46.9K - $70K
19.4K $193K
ANSS
Ansys Inc

Technology
250
+ 7.39%
$316.56 - $360.36 $79.1K - $90.1K
3.63K $1.15M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
701
+ 28.39%
$80.4 - $106.5 $56.4K - $74.7K
3.17K $255K
AAXJ
Ishares Msci All Country Asia

ETFs
1
+ 0.02%
$69.59 - $77.09 $69.6 - $77.1
4.78K $353K
UCBI
United Community Banks Inc

Financial Services
312
+ 1.51%
N/A
20.9K $612K
VGZ
Vista Gold Corp

Basic Materials
6.73K
+ 49.18%
$0.56 - $0.83 $3.77K - $5.58K
20.4K $16K
FSV
First Service Corp

Real Estate
248
+ 11.25%
$159.66 - $185.88 $39.6K - $46.1K
2.45K $406K
PCF
High Income Securities Fund

Financial Services
485
+ 1.29%
$6.51 - $6.86 $3.16K - $3.33K
38.2K $254K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
604
+ 2.81%
$91.45 - $100.11 $55.2K - $60.5K
22.1K $2.06M
MDU
Mdu Resources Group Inc

Industrials
1.74K
+ 8.74%
$16.45 - $18.61 $28.7K - $32.4K
21.7K $366K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
855
+ 12.76%
$48.37 - $55.84 $41.4K - $47.7K
7.56K $369K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
310
+ 1.31%
$10.44 - $10.89 $3.24K - $3.38K
23.9K $252K
CENTA
Central Garden & Pet Company C

Consumer Defensive
604
+ 4.63%
$29.86 - $34.19 $18K - $20.7K
13.7K $438K
UUUU
Energy Fuels Inc

Energy
8.97K
+ 48.9%
$3.73 - $5.88 $33.5K - $52.8K
27.3K $101K
HNST
Honest Company, Inc.

Consumer Cyclical
6.51K
+ 57.92%
$4.7 - $6.79 $30.6K - $44.2K
17.8K $83K
AVK
Advent Convertible & Income Fund

Financial Services
1.37K
+ 3.02%
$11.44 - $12.34 $15.7K - $17K
46.9K $540K
FCF
First Commonwealth Financial Corp

Financial Services
2.09K
+ 10.66%
$15.37 - $17.13 $32.1K - $35.8K
21.7K $336K
PDT
John Hancock Premium Dividend Fund

Financial Services
28
+ 0.2%
$12.43 - $13.08 $348 - $366
13.9K $182K
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
468
+ 3.88%
$7.54 - $7.93 $3.53K - $3.71K
12.5K $95K
PNM
Pnm Resources Inc

Utilities
102
+ 1.15%
N/A
8.94K $372K
REG
Regency Centers Corp

Real Estate
79
+ 1.14%
$68.83 - $77.74 $5.44K - $6.14K
6.99K $515K
TDOC
Teladoc Health, Inc.

Healthcare
2.65K
+ 18.01%
$7.96 - $14.33 $21.1K - $38K
17.4K $138K
BHP
Bhp Group LTD

Basic Materials
521
+ 0.72%
$48.18 - $52.11 $25.1K - $27.1K
73.1K $3.55M
COUR
Coursera, Inc.

Consumer Defensive
3.52K
+ 34.77%
$6.66 - $9.69 $23.4K - $34.1K
13.6K $90K
FDLO
Fidelity Covington Tr Low Vola

ETFs
64
+ 0.3%
$59.43 - $63.22 $3.8K - $4.05K
21.4K $1.29M
Activity Summary
Buys All Purchases 1817 New Holdings 260 Increased Positions 1557 Sells All Sells 1031 Reductions 1031 Sold out 0 Options Calls 23 Puts 12
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