Wealth Enhancement Advisory Services
APLS

Wealth Enhancement Advisory Services’s Apellis Pharmaceuticals APLS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio APLS Stock Details APLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7,208
Closed -$291K – 4139
2026
Q1 		$291K Sell
7,208
-22,967
-76% -$495K ﹤0.01% 2807
2025
Q4 		$722K Sell
30,175
-47,333
-61% -$1.11M ﹤0.01% 2190
2025
Q3 		$1.95M Sell
77,508
-23,158
-23% -$540K ﹤0.01% 1452
2025
Q2 		$1.84M Buy
100,666
+30,507
+43% +$565K ﹤0.01% 1395
2025
Q1 		$1.53M Buy
70,159
+36,565
+109% +$1.01M ﹤0.01% 1379
2024
Q4 		$1.07M Buy
33,594
+19,641
+141% +$591K ﹤0.01% 1500
2024
Q3 		$402K Buy
+13,953
New +$517K ﹤0.01% 1972

Other funds holding APLS

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Wealth Enhancement Advisory Services sold out of Apellis Pharmaceuticals (APLS) in Q2 2026, closing a stake of 7,208 shares — an estimated $291K sold.

Wealth Enhancement Advisory Services first reported a position in APLS in Q3 2024 and held it in 7 quarters. The position peaked at $1.95M in Q3 2025. 1 fund tracked by Wall St. Rank holds APLS as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining Apellis Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 7,208 Apellis Pharmaceuticals shares in Q2 2026, an estimated $291K.
  • Wealth Enhancement Advisory Services first reported a position in Apellis Pharmaceuticals in Q3 2024 and held it in 7 quarters.
  • Wealth Enhancement Advisory Services's Apellis Pharmaceuticals position peaked at $1.95M in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2026.

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