Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Brookfield Wealth Solutions BNT Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BNT Stock Details BNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,782
Closed -$260K – 3196
2024
Q4 		$260K Buy
6,782
+197
+3% +$7.42K ﹤0.01% 2500
2024
Q3 		$233K Buy
+6,585
New +$208K ﹤0.01% 2352

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Nova Scotia
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Wealth Enhancement Advisory Services's BNT Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of Brookfield Wealth Solutions (BNT) in Q1 2025, closing a stake of 6,782 shares — an estimated $260K sold.

Wealth Enhancement Advisory Services first reported a position in BNT in Q3 2024 and held it in 2 quarters. The position peaked at $260K in Q4 2024. 106 funds tracked by Wall St. Rank hold BNT as of Q1 2025.

  • Wealth Enhancement Advisory Services reported no remaining Brookfield Wealth Solutions position as of Q1 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 6,782 Brookfield Wealth Solutions shares in Q1 2025, an estimated $260K.
  • Wealth Enhancement Advisory Services first reported a position in Brookfield Wealth Solutions in Q3 2024 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Brookfield Wealth Solutions position peaked at $260K in Q4 2024.
  • 106 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.