Wealth Enhancement Advisory Services
ARI

Wealth Enhancement Advisory Services’s Apollo Commercial Real Estate ARI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.36M Sell
128,375
-83,084
-39% -$865K ﹤0.01% 1609
2025
Q4 		$2.07M Buy
211,459
+39,651
+23% +$397K ﹤0.01% 1493
2025
Q3 		$1.72M Buy
171,808
+122,970
+252% +$1.25M ﹤0.01% 1533
2025
Q2 		$482K Buy
48,838
+5,023
+11% +$47.3K ﹤0.01% 2254
2025
Q1 		$419K Buy
43,815
+4,023
+10% +$38.2K ﹤0.01% 2172
2024
Q4 		$345K Sell
39,792
-2,432
-6% -$21.9K ﹤0.01% 2266
2024
Q3 		$388K Buy
42,224
+13,348
+46% +$136K ﹤0.01% 2002
2024
Q2 		$283K Buy
28,876
+6,866
+31% +$70.8K ﹤0.01% 2024
2024
Q1 		$245K Sell
22,010
-44,864
-67% -$503K ﹤0.01% 2052
2023
Q4 		$785K Sell
66,874
-4,156
-6% -$44.5K ﹤0.01% 1268
2023
Q3 		$720K Buy
+71,030
New +$773K ﹤0.01% 1238

Other funds holding ARI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return