Wealth Enhancement Advisory Services
AVA icon

Wealth Enhancement Advisory Services’s Avista AVA Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio AVA Stock Details AVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$961K Buy
22,943
+14,903
+185% +$613K ﹤0.01% 2098
2026
Q1 		$332K Sell
8,040
-76
-0.9% -$3.07K ﹤0.01% 2675
2025
Q4 		$316K Buy
8,116
+2,159
+36% +$84.3K ﹤0.01% 2875
2025
Q3 		$223K Sell
5,957
-76
-1% -$2.83K ﹤0.01% 3035
2025
Q2 		$231K Sell
6,033
-457
-7% -$18K ﹤0.01% 2869
2025
Q1 		$272K Sell
6,490
-43
-0.7% -$1.63K ﹤0.01% 2524
2024
Q4 		$239K Sell
6,533
-337
-5% -$12.7K ﹤0.01% 2568
2024
Q3 		$266K Buy
6,870
+34
+0.5% +$1.29K ﹤0.01% 2258
2024
Q2 		$237K Buy
6,836
+442
+7% +$15.8K ﹤0.01% 2164
2024
Q1 		$224K Sell
6,394
-20
-0.3% -$681 ﹤0.01% 2118
2023
Q4 		$229K Sell
6,414
-1,866
-23% -$63.2K ﹤0.01% 2016
2023
Q3 		$268K Buy
+8,280
New +$296K ﹤0.01% 1811

Other funds holding AVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Avista (AVA) stake by 185% in Q2 2026, buying an estimated $613K and bringing the position to 22,943 shares worth $961K. The position accounts for ﹤0.01% of the portfolio, ranked #2098.

Wealth Enhancement Advisory Services first reported a position in AVA in Q3 2023 and has held it in 12 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 22,943 shares of Avista worth $961K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 14,903 Avista shares in Q2 2026, an estimated $613K.
  • Avista made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2098 holding.
  • Wealth Enhancement Advisory Services first reported a position in Avista in Q3 2023 and has held it in 12 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

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