Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Alphatec Holdings ATEC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ATEC Stock Details ATEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$506K	Buy	52,801 +13,335	+34%	+$121K	﹤0.01%	2668
2026 Q1	$427K	Sell	39,466 -29,406	-43%	-$428K	﹤0.01%	2458
2025 Q4	$1.5M	Buy	68,872 +6,695	+11%	+$124K	﹤0.01%	1692
2025 Q3	$836K	Sell	62,177 -199	-0.3%	-$2.77K	﹤0.01%	1982
2025 Q2	$686K	Buy	62,376 +2,389	+4%	+$27.4K	﹤0.01%	1978
2025 Q1	$608K	Buy	59,987 +45,027	+301%	+$483K	﹤0.01%	1905
2024 Q4	$137K	Buy	+14,960	New	+$119K	﹤0.01%	2753

Other funds holding ATEC

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return