Wealth Enhancement Advisory Services
AXIA

Wealth Enhancement Advisory Services’s AXIA Energia AXIA Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio AXIA Stock Details AXIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-13,843
Closed -$159K – 4165
2026
Q1 		$159K Buy
+13,843
New +$150K ﹤0.01% 3214

Other funds holding AXIA

TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
IIM
InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TW
Traveka Wealth Los Altos, California $301M AUM 26.23% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM

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

Wealth Enhancement Advisory Services sold out of AXIA Energia (AXIA) in Q2 2026, closing a stake of 13,843 shares — an estimated $159K sold.

Wealth Enhancement Advisory Services first reported a position in AXIA in Q1 2026 and held it in 1 quarter. The position peaked at $159K in Q1 2026. 20 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining AXIA Energia position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 13,843 AXIA Energia shares in Q2 2026, an estimated $159K.
  • Wealth Enhancement Advisory Services first reported a position in AXIA Energia in Q1 2026 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's AXIA Energia position peaked at $159K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

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