Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Churchill Downs CHDN Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CHDN Stock Details CHDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.54M Buy
18,030
+2,966
+20% +$266K ﹤0.01% 1753
2026
Q1 		$1.34M Buy
15,064
+6,512
+76% +$619K ﹤0.01% 1624
2025
Q4 		$969K Sell
8,552
-2,901
-25% -$301K ﹤0.01% 1983
2025
Q3 		$1.05M Sell
11,453
-426
-4% -$43.8K ﹤0.01% 1831
2025
Q2 		$1.25M Buy
11,879
+7,811
+192% +$765K ﹤0.01% 1621
2025
Q1 		$452K Sell
4,068
-97
-2% -$11.6K ﹤0.01% 2137
2024
Q4 		$556K Buy
4,165
+165
+4% +$22.9K ﹤0.01% 1920
2024
Q3 		$541K Sell
4,000
-56
-1% -$7.74K ﹤0.01% 1779
2024
Q2 		$566K Sell
4,056
-106
-3% -$13.9K ﹤0.01% 1573
2024
Q1 		$515K Sell
4,162
-416
-9% -$50.3K ﹤0.01% 1563
2023
Q4 		$618K Sell
4,578
-19
-0.4% -$2.25K ﹤0.01% 1391
2023
Q3 		$533K Buy
+4,597
New +$569K ﹤0.01% 1393

Other funds holding CHDN

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FBT
First Bankers Trust Louisville, Kentucky $321M AUM 29.65% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SIA
Sage Investment Advisers Wappingers Falls, New York $149M AUM
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return