Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Annexon ANNX Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ANNX Stock Details ANNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$117K Sell
20,253
-1,679
-8% -$9.28K ﹤0.01% 3763
2026
Q1 		$121K Buy
21,932
+2,379
+12% +$13.4K ﹤0.01% 3278
2025
Q4 		$99.7K Buy
19,553
+2,348
+14% +$8.98K ﹤0.01% 3431
2025
Q3 		$52.8K Buy
+17,205
New +$42.7K ﹤0.01% 3422

Other funds holding ANNX

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Wealth Enhancement Advisory Services's ANNX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Annexon (ANNX) stake by 7.7% in Q2 2026, selling an estimated $9.28K and leaving 20,253 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #3763.

Wealth Enhancement Advisory Services first reported a position in ANNX in Q3 2025 and has held it in 4 quarters since. The position peaked at $121K in Q1 2026. 9 funds tracked by Wall St. Rank hold ANNX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 20,253 shares of Annexon worth $117K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,679 Annexon shares in Q2 2026, an estimated $9.28K.
  • Annexon made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3763 holding.
  • Wealth Enhancement Advisory Services first reported a position in Annexon in Q3 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's Annexon position peaked at $121K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Annexon as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.