Wealth Enhancement Advisory Services
AIV

Wealth Enhancement Advisory Services’s Aimco AIV Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio AIV Stock Details AIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-76,415
Closed -$452K – 3578
2025
Q4 		$452K Sell
76,415
-25,046
-25% -$150K ﹤0.01% 2561
2025
Q3 		$776K Sell
101,461
-3,898
-4% -$31.7K ﹤0.01% 2029
2025
Q2 		$928K Sell
105,359
-111,433
-51% -$901K ﹤0.01% 1799
2025
Q1 		$1.91M Buy
216,792
+4,088
+2% +$36.3K ﹤0.01% 1265
2024
Q4 		$1.93M Buy
212,704
+4,765
+2% +$41.2K ﹤0.01% 1209
2024
Q3 		$1.88M Buy
207,939
+162,518
+358% +$1.44M ﹤0.01% 1085
2024
Q2 		$377K Buy
45,421
+12,279
+37% +$99K ﹤0.01% 1828
2024
Q1 		$271K Buy
33,142
+1,595
+5% +$12.2K ﹤0.01% 1983
2023
Q4 		$247K Buy
+31,547
New +$213K ﹤0.01% 1962
2020
Q1 		– Sell
-171,591
Closed -$1.18M – 215
2019
Q4 		$1.18M Buy
+171,591
New +$1.21M 0.04% 168

Other funds holding AIV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OCAM
Owl Creek Asset Management New York $1.21B AUM 169.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Wealth Enhancement Advisory Services's AIV Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Aimco (AIV) in Q1 2026, closing a stake of 76,415 shares — an estimated $452K sold.

Wealth Enhancement Advisory Services first reported a position in AIV in Q4 2019 and held it in 10 quarters. The position peaked at $1.93M in Q4 2024. 187 funds tracked by Wall St. Rank hold AIV as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Aimco position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 76,415 Aimco shares in Q1 2026, an estimated $452K.
  • Wealth Enhancement Advisory Services first reported a position in Aimco in Q4 2019 and held it in 10 quarters.
  • Wealth Enhancement Advisory Services's Aimco position peaked at $1.93M in Q4 2024.
  • 187 funds tracked by Wall St. Rank held Aimco as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.