Wealth Enhancement Advisory Services, LLC New Holdings in Q3 2025

Wealth Enhancement Advisory Services, LLC

  • $61.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
APPF
Appfolio Inc

Technology
30K
New
$229.81 - $321.25 $6.9M - $9.64M
30K $8.28M
IHDG
Wisdomtree Tr

ETFs
123K
New
$43.81 - $46.31 $5.37M - $5.67M
123K $5.65M
JULZ
Listed Fds Tr Trueshares Struc

Technology
62.2K
New
N/A
62.2K $2.42M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
43.4K
New
$40.04 - $45.11 $1.74M - $1.96M
43.4K $1.92M
IBLC
Ishares Tr Blockchain & Tech E

ETFs
33.9K
New
$38.97 - $55.39 $1.32M - $1.88M
33.9K $1.88M
PML
Pimco Municipal Income Fund Ii

Financial Services
218K
New
$7.11 - $7.91 $1.55M - $1.72M
218K $1.72M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
50.7K
New
$25.39 - $25.57 $1.29M - $1.3M
50.7K $1.3M
VTC
Vanguard Scottsdale Fds Total

ETFs
15.7K
New
$76.18 - $78.81 $1.19M - $1.23M
15.7K $1.23M
CZA
Invesco Exchange Traded Fd Tr

ETFs
9.4K
New
$105.0 - $110.33 $987K - $1.04M
9.4K $1.03M
TFPM
Triple Flag Precious Metals Corp.

Basic Materials
33.4K
New
$22.82 - $29.26 $762K - $978K
33.4K $977K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
43.8K
New
$11.93 - $21.97 $522K - $962K
43.8K $843K
WMS
Advanced Drainage Systems, Inc.

Industrials
5.52K
New
$110.89 - $148.5 $612K - $819K
5.52K $764K
TGTX
Tg Therapeutics, Inc.

Healthcare
19.7K
New
$26.39 - $39.19 $521K - $774K
19.7K $713K
ACIW
Aci Worldwide, Inc.

Technology
13.4K
New
$40.74 - $52.9 $545K - $707K
13.4K $705K
TDW
Tidewater Inc

Energy
11.4K
New
$46.32 - $63.19 $529K - $722K
11.4K $609K
ATAI
Atai Life Sciences N.V.

Healthcare
110K
New
$2.62 - $5.61 $288K - $616K
110K $580K
HCI
Hci Group, Inc.

Financial Services
3K
New
$137.88 - $191.93 $413K - $575K
3K $575K
PKB
Invesco Exchange Traded Fd Tr

ETFs
5.62K
New
$81.29 - $95.6 $457K - $537K
5.62K $537K
GFS
Globalfoundries Inc.

Technology
14.6K
New
$31.62 - $41.66 $462K - $608K
14.6K $523K
GDLC
Grayscale Digital Large Cap Fund LLC

ETFs
9.22K
New
$46.93 - $58.5 $433K - $540K
9.22K $509K
CCB
Coastal Financial Corp

Financial Services
4.7K
New
$92.4 - $118.0 $434K - $555K
4.7K $508K
APPN
Appian Corp

Technology
15.8K
New
$26.95 - $33.69 $426K - $533K
15.8K $483K
ASGN
Asgn Inc

Technology
9.94K
New
$47.05 - $55.65 $468K - $553K
9.94K $470K
BY
Byline Bancorp, Inc.

Financial Services
16.4K
New
$25.49 - $29.44 $418K - $482K
16.4K $454K
COLM
Columbia Sportswear CO

Consumer Cyclical
8.63K
New
$49.3 - $64.28 $425K - $555K
8.63K $451K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
22.1K
New
$19.61 - $20.88 $434K - $462K
22.1K $451K
EXPO
Exponent Inc

Industrials
6.45K
New
$68.33 - $77.6 $440K - $500K
6.45K $447K
ENR
Energizer Holdings, Inc.

Industrials
18K
New
$21.07 - $29.86 $379K - $537K
18K $447K
MLN
Vaneck Long Muni ETF

ETFs
24.9K
New
$16.52 - $17.5 $412K - $437K
24.9K $436K
DAPR
First Ex Tr Fd Ft Cboe Vest Us
11.2K
New
$37.65 - $38.64 $420K - $431K
11.2K $431K
DFEN
Direxion Shs ETF Tr Daily Aero

ETFs
6.03K
New
$48.77 - $68.75 $294K - $414K
6.03K $414K
UCTT
Ultra Clean Holdings, Inc.

Technology
15.1K
New
$21.63 - $29.38 $327K - $444K
15.1K $412K
PRO
Pros Holdings, Inc.

Technology
17.4K
New
$14.1 - $23.02 $245K - $401K
17.4K $398K
APLD
Applied Blockchain, Inc.

Financial Services
17.3K
New
$9.18 - $24.67 $159K - $427K
17.3K $397K
ROBO
Robo Global Robotics And Autom

ETFs
6.04K
New
$59.49 - $67.23 $359K - $406K
6.04K $395K
HCAT
Health Catalyst, Inc.

Healthcare
137K
New
$2.7 - $4.09 $371K - $562K
137K $391K
FHI
Federated Hermes, Inc.

Financial Services
7.53K
New
$44.78 - $54.1 $337K - $407K
7.53K $391K
ECPG
Encore Capital Group Inc

Financial Services
9.37K
New
$35.97 - $46.09 $337K - $432K
9.37K $390K
WK
Workiva Inc

Technology
4.48K
New
$63.83 - $86.08 $286K - $386K
4.48K $385K
SAFT
Safety Insurance Group Inc

Financial Services
5.42K
New
$69.3 - $79.05 $376K - $429K
5.42K $383K
TRMK
Trustmark Corp

Financial Services
9.61K
New
$36.46 - $41.06 $350K - $395K
9.61K $380K
AAT
American Assets Trust, Inc.

Real Estate
18.6K
New
$18.7 - $21.32 $348K - $397K
18.6K $377K
SFNC
Simmons First National Corp

Financial Services
19.5K
New
$18.71 - $21.16 $365K - $412K
19.5K $373K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
4.45K
New
$77.92 - $81.94 $347K - $365K
4.45K $364K
BCPC
Balchem Corp

Basic Materials
2.34K
New
$148.82 - $165.12 $349K - $387K
2.34K $351K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
11.4K
New
$28.52 - $30.48 $326K - $348K
11.4K $336K
HE
Hawaiian Electric Industries Inc

Utilities
30.4K
New
$10.46 - $12.96 $318K - $394K
30.4K $335K
EPC
Edgewell Personal Care CO

Consumer Defensive
16.4K
New
$19.42 - $27.1 $319K - $446K
16.4K $334K
U
Unity Software Inc.

Technology
8.34K
New
$24.01 - $46.53 $200K - $388K
8.34K $333K
Activity Summary
Buys All Purchases 2286 New Holdings 348 Increased Positions 1938 Sells All Sells 1133 Reductions 1133 Sold out 0 Options Calls 28 Puts 18
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