Wealth Enhancement Advisory Services
ASPN icon

Wealth Enhancement Advisory Services’s Aspen Aerogels ASPN Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ASPN Stock Details ASPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$157K Buy
30,386
+19,360
+176% +$95K ﹤0.01% 3679
2026
Q1 		$40.7K Buy
+11,026
New +$37.2K ﹤0.01% 3449
2025
Q1 		– Sell
-10,843
Closed -$129K – 2989
2024
Q4 		$129K Buy
+10,843
New +$185K ﹤0.01% 2768

Other funds holding ASPN

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Aspen Aerogels (ASPN) stake by 176% in Q2 2026, buying an estimated $95K and bringing the position to 30,386 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #3679.

Wealth Enhancement Advisory Services first reported a position in ASPN in Q4 2024 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold ASPN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 30,386 shares of Aspen Aerogels worth $157K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 19,360 Aspen Aerogels shares in Q2 2026, an estimated $95K.
  • Aspen Aerogels made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3679 holding.
  • Wealth Enhancement Advisory Services first reported a position in Aspen Aerogels in Q4 2024 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Aspen Aerogels as of Q2 2026.

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