Wealth Enhancement Advisory Services
BASE

Wealth Enhancement Advisory Services’s Couchbase BASE Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BASE Stock Details BASE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,617
Closed -$259K – 3597
2025
Q2 		$259K Buy
+10,617
New +$193K ﹤0.01% 2757

Other funds holding BASE

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Wealth Enhancement Advisory Services's BASE Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of Couchbase (BASE) in Q3 2025, closing a stake of 10,617 shares — an estimated $259K sold.

Wealth Enhancement Advisory Services first reported a position in BASE in Q2 2025 and held it in 1 quarter. The position peaked at $259K in Q2 2025. 3 funds tracked by Wall St. Rank hold BASE as of Q3 2025.

  • Wealth Enhancement Advisory Services reported no remaining Couchbase position as of Q3 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 10,617 Couchbase shares in Q3 2025, an estimated $259K.
  • Wealth Enhancement Advisory Services first reported a position in Couchbase in Q2 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Couchbase position peaked at $259K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Couchbase as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.