Wealth Enhancement Advisory Services
APYX icon

Wealth Enhancement Advisory Services’s Apyx Medical APYX Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio APYX Stock Details APYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-90,750
Closed -$124K – 3386
2025
Q1 		$124K Sell
90,750
-48
-0.1% -$66 ﹤0.01% 2723
2024
Q4 		$143K Hold
90,798
– – ﹤0.01% 2748
2024
Q3 		$113K Sell
90,798
-67,148
-43% -$84.8K ﹤0.01% 2538
2024
Q2 		$212K Sell
157,946
-99
-0.1% -$146 ﹤0.01% 2257
2024
Q1 		$215K Buy
158,045
+147
+0.1% +$313 ﹤0.01% 2143
2023
Q4 		$414K Sell
157,898
-386
-0.2% -$935 ﹤0.01% 1628
2023
Q3 		$507K Buy
+158,284
New +$738K ﹤0.01% 1416

Other funds holding APYX

NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Enhancement Advisory Services's APYX Position: Q2 2025 in Review

Wealth Enhancement Advisory Services sold out of Apyx Medical (APYX) in Q2 2025, closing a stake of 90,750 shares — an estimated $124K sold.

Wealth Enhancement Advisory Services first reported a position in APYX in Q3 2023 and held it in 7 quarters. The position peaked at $507K in Q3 2023. 39 funds tracked by Wall St. Rank hold APYX as of Q2 2025.

  • Wealth Enhancement Advisory Services reported no remaining Apyx Medical position as of Q2 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 90,750 Apyx Medical shares in Q2 2025, an estimated $124K.
  • Wealth Enhancement Advisory Services first reported a position in Apyx Medical in Q3 2023 and held it in 7 quarters.
  • Wealth Enhancement Advisory Services's Apyx Medical position peaked at $507K in Q3 2023.
  • 39 funds tracked by Wall St. Rank held Apyx Medical as of Q2 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.