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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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. 621 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.
621 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.