Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s BWX Technologies BWXT Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BWXT Stock Details BWXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.33M	Sell	7,148 -35,379	-83%	-$7.37M	﹤0.01%	1869
2026 Q1	$9.14M	Buy	42,527 +35,159	+477%	+$7.14M	0.02%	628
2025 Q4	$1.44M	Sell	7,368 -354	-5%	-$66.4K	﹤0.01%	1724
2025 Q3	$1.48M	Sell	7,722 -22	-0.3%	-$3.54K	﹤0.01%	1627
2025 Q2	$1.11M	Sell	7,744 -25,319	-77%	-$2.96M	﹤0.01%	1690
2025 Q1	$3.26M	Buy	33,063 +25,615	+344%	+$2.78M	0.01%	1008
2024 Q4	$830K	Buy	7,448 +172	+2%	+$21K	﹤0.01%	1645
2024 Q3	$791K	Buy	7,276 +225	+3%	+$22.3K	﹤0.01%	1536
2024 Q2	$670K	Sell	7,051 -11,188	-61%	-$1.04M	﹤0.01%	1471
2024 Q1	$1.87M	Buy	18,239 +9,344	+105%	+$836K	﹤0.01%	969
2023 Q4	$683K	Sell	8,895 -853	-9%	-$65.6K	﹤0.01%	1335
2023 Q3	$731K	Buy	+9,748	New	+$705K	﹤0.01%	1232
2018 Q1	–	Sell	-14,911	Closed	-$938K	–	148
2017 Q4	$938K	Buy	+14,911	New	+$899K	0.07%	117
2017 Q3	–	Sell	-17,294	Closed	-$850K	–	146
2017 Q2	$850K	Buy	+17,294	New	+$838K	0.08%	116

Other funds holding BWXT

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return