Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Alight ALIT Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ALIT Stock Details ALIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.08M	Sell	2,757 -21,205	-88%	-$300K	﹤0.01%	2016
2026 Q1	$234K	Buy	23,962 +20,070	+516%	+$478K	﹤0.01%	3003
2025 Q4	$148K	Buy	3,892 +2,555	+191%	+$127K	﹤0.01%	3353
2025 Q3	$86.4K	Sell	1,337 -4,065	-75%	-$359K	﹤0.01%	3356
2025 Q2	$646K	Buy	+5,402	New	+$578K	﹤0.01%	2028

Other funds holding ALIT

Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

Ables Iannone Moore & Associates Savannah, Georgia $188M AUM 26.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM