Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Brookfield Asset Management BAM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BAM Stock Details BAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.37M Sell
29,270
-878
-3% -$41.5K ﹤0.01% 1855
2026
Q1 		$1.34M Buy
30,148
+872
+3% +$42.6K ﹤0.01% 1625
2025
Q4 		$1.61M Sell
29,276
-5,446
-16% -$293K ﹤0.01% 1643
2025
Q3 		$2.01M Sell
34,722
-7,066
-17% -$420K ﹤0.01% 1435
2025
Q2 		$2.37M Sell
41,788
-1,214
-3% -$65.2K ﹤0.01% 1270
2025
Q1 		$2.08M Buy
43,002
+854
+2% +$46.6K ﹤0.01% 1225
2024
Q4 		$2.28M Buy
42,148
+2,914
+7% +$157K ﹤0.01% 1113
2024
Q3 		$1.86M Buy
39,234
+1,309
+3% +$54.8K ﹤0.01% 1090
2024
Q2 		$1.44M Buy
37,925
+29,111
+330% +$1.14M ﹤0.01% 1123
2024
Q1 		$370K Buy
8,814
+3,501
+66% +$142K ﹤0.01% 1772
2023
Q4 		$214K Sell
5,313
-1,261
-19% -$42.6K ﹤0.01% 2051
2023
Q3 		$220K Buy
+6,574
New +$222K ﹤0.01% 1949

Other funds holding BAM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Brookfield Asset Management (BAM) stake by 2.9% in Q2 2026, selling an estimated $41.5K and leaving 29,270 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1855.

Wealth Enhancement Advisory Services first reported a position in BAM in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.37M in Q2 2025. 102 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 29,270 shares of Brookfield Asset Management worth $1.37M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 878 Brookfield Asset Management shares in Q2 2026, an estimated $41.5K.
  • Brookfield Asset Management made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1855 holding.
  • Wealth Enhancement Advisory Services first reported a position in Brookfield Asset Management in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Brookfield Asset Management position peaked at $2.37M in Q2 2025.
  • 102 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

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