Wealth Enhancement Advisory Services
ATI icon

Wealth Enhancement Advisory Services’s ATI ATI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ATI Stock Details ATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.24M Buy
36,312
+4,522
+14% +$767K 0.01% 882
2026
Q1 		$4.3M Buy
31,790
+6,142
+24% +$855K 0.01% 964
2025
Q4 		$3.1M Buy
25,648
+8,939
+53% +$871K ﹤0.01% 1269
2025
Q3 		$1.4M Buy
16,709
+453
+3% +$36.7K ﹤0.01% 1656
2025
Q2 		$1.41M Sell
16,256
-153
-0.9% -$10.5K ﹤0.01% 1540
2025
Q1 		$854K Buy
16,409
+12
+0.1% +$681 ﹤0.01% 1688
2024
Q4 		$902K Buy
16,397
+64
+0.4% +$3.77K ﹤0.01% 1606
2024
Q3 		$1.09M Buy
16,333
+1,936
+13% +$120K ﹤0.01% 1348
2024
Q2 		$798K Buy
14,397
+2,646
+23% +$148K ﹤0.01% 1382
2024
Q1 		$601K Sell
11,751
-41
-0.3% -$1.85K ﹤0.01% 1474
2023
Q4 		$536K Sell
11,792
-130
-1% -$5.4K ﹤0.01% 1459
2023
Q3 		$491K Buy
+11,922
New +$530K ﹤0.01% 1434

Other funds holding ATI

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its ATI (ATI) stake by 14% in Q2 2026, buying an estimated $767K and bringing the position to 36,312 shares worth $6.24M. The position accounts for 0.01% of the portfolio, ranked #882.

Wealth Enhancement Advisory Services first reported a position in ATI in Q3 2023 and has held it in 12 quarters since. 127 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 36,312 shares of ATI worth $6.24M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 4,522 ATI shares in Q2 2026, an estimated $767K.
  • ATI made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #882 holding.
  • Wealth Enhancement Advisory Services first reported a position in ATI in Q3 2023 and has held it in 12 quarters since.
  • 127 funds tracked by Wall St. Rank held ATI as of Q2 2026.

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