Wealth Enhancement Advisory Services
CLFD icon

Wealth Enhancement Advisory Services’s Clearfield CLFD Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CLFD Stock Details CLFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-53,823
Closed -$1.43M – 4154
2026
Q1 		$1.43M Buy
53,823
+164
+0.3% +$5K ﹤0.01% 1573
2025
Q4 		$1.65M Sell
53,659
-27
-0.1% -$868 ﹤0.01% 1625
2025
Q3 		$1.9M Buy
53,686
+40
+0.1% +$1.49K ﹤0.01% 1471
2025
Q2 		$2.38M Buy
53,646
+51
+0.1% +$1.75K ﹤0.01% 1266
2025
Q1 		$1.59M Buy
53,595
+48
+0.1% +$1.6K ﹤0.01% 1364
2024
Q4 		$1.66M Sell
53,547
-11
-0% -$369 ﹤0.01% 1271
2024
Q3 		$2.09M Buy
53,558
+12
+0% +$467 ﹤0.01% 1024
2024
Q2 		$2.06M Buy
53,546
+14
+0% +$486 ﹤0.01% 972
2024
Q1 		$1.65M Sell
53,532
-23
-0% -$659 ﹤0.01% 1020
2023
Q4 		$1.56M Sell
53,555
-11
-0% -$293 ﹤0.01% 987
2023
Q3 		$1.54M Buy
+53,566
New +$2.1M 0.01% 951

Other funds holding CLFD

ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Wealth Enhancement Advisory Services's CLFD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services sold out of Clearfield (CLFD) in Q2 2026, closing a stake of 53,823 shares — an estimated $1.43M sold.

Wealth Enhancement Advisory Services first reported a position in CLFD in Q3 2023 and held it in 11 quarters. The position peaked at $2.38M in Q2 2025. 126 funds tracked by Wall St. Rank hold CLFD as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining Clearfield position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 53,823 Clearfield shares in Q2 2026, an estimated $1.43M.
  • Wealth Enhancement Advisory Services first reported a position in Clearfield in Q3 2023 and held it in 11 quarters.
  • Wealth Enhancement Advisory Services's Clearfield position peaked at $2.38M in Q2 2025.
  • 126 funds tracked by Wall St. Rank held Clearfield as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.