Wealth Enhancement Advisory Services
CADE

Wealth Enhancement Advisory Services’s Cadence Bank CADE Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CADE Stock Details CADE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-53,570
Closed -$2.45M – 3621
2025
Q4 		$2.45M Sell
53,570
-14,479
-21% -$574K ﹤0.01% 1406
2025
Q3 		$2.66M Buy
68,049
+124
+0.2% +$4.47K ﹤0.01% 1283
2025
Q2 		$2.36M Sell
67,925
-1,782
-3% -$53.4K ﹤0.01% 1274
2025
Q1 		$2.12M Buy
69,707
+1,670
+2% +$55.3K ﹤0.01% 1216
2024
Q4 		$2.34M Sell
68,037
-2,678
-4% -$94.2K ﹤0.01% 1103
2024
Q3 		$2.25M Buy
70,715
+222
+0.3% +$6.88K ﹤0.01% 997
2024
Q2 		$1.99M Buy
70,493
+6,685
+10% +$188K ﹤0.01% 986
2024
Q1 		$1.85M Sell
63,808
-1,162
-2% -$32.3K ﹤0.01% 974
2023
Q4 		$1.92M Sell
64,970
-6,959
-10% -$170K 0.01% 917
2023
Q3 		$1.53M Buy
+71,929
New +$1.62M 0.01% 953

Other funds holding CADE

EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's CADE Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 53,570 shares — an estimated $2.45M sold.

Wealth Enhancement Advisory Services first reported a position in CADE in Q3 2023 and held it in 10 quarters. The position peaked at $2.66M in Q3 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 53,570 Cadence Bank shares in Q1 2026, an estimated $2.45M.
  • Wealth Enhancement Advisory Services first reported a position in Cadence Bank in Q3 2023 and held it in 10 quarters.
  • Wealth Enhancement Advisory Services's Cadence Bank position peaked at $2.66M in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.