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
Q3 		$364K Sell
10,262
-12,681
-55% -$492K ﹤0.01% 3143
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Wealth Enhancement Advisory Services's AVA Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Avista (AVA) stake by 55% in Q3 2026, selling an estimated $492K and leaving 10,262 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #3143.

Wealth Enhancement Advisory Services first reported a position in AVA in Q3 2023 and has held it in 13 quarters since. The position peaked at $961K in Q2 2026. 15 funds tracked by Wall St. Rank hold AVA as of Q3 2026.

  • Wealth Enhancement Advisory Services held 10,262 shares of Avista worth $364K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 12,681 Avista shares in Q3 2026, an estimated $492K.
  • Avista made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3143 holding.
  • Wealth Enhancement Advisory Services first reported a position in Avista in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Avista position peaked at $961K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Avista as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.