Wealth Enhancement Advisory Services
AIP icon

Wealth Enhancement Advisory Services’s Arteris AIP Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio AIP Stock Details AIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$603K Sell
26,412
-17,297
-40% -$472K ﹤0.01% 2629
2026
Q2 		$1.52M Buy
43,709
+22,139
+103% +$708K ﹤0.01% 1768
2026
Q1 		$393K Buy
21,570
+5,103
+31% +$80.9K ﹤0.01% 2524
2025
Q4 		$289K Buy
+16,467
New +$239K ﹤0.01% 2951

Other funds holding AIP

Mackenzie Financial
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Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Fulcrum Asset Management
Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return

Wealth Enhancement Advisory Services's AIP Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Arteris (AIP) stake by 40% in Q3 2026, selling an estimated $472K and leaving 26,412 shares worth $603K. The position accounts for ﹤0.01% of the portfolio, ranked #2629.

Wealth Enhancement Advisory Services first reported a position in AIP in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.52M in Q2 2026. 50 funds tracked by Wall St. Rank hold AIP as of Q3 2026.

  • Wealth Enhancement Advisory Services held 26,412 shares of Arteris worth $603K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 17,297 Arteris shares in Q3 2026, an estimated $472K.
  • Arteris made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2629 holding.
  • Wealth Enhancement Advisory Services first reported a position in Arteris in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's Arteris position peaked at $1.52M in Q2 2026.
  • 50 funds tracked by Wall St. Rank held Arteris as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.