Wealth Enhancement Advisory Services
CVU icon

Wealth Enhancement Advisory Services’s CPI Aerostructures CVU Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CVU Stock Details CVU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-13,350
Closed -$55.8K – 3645
2025
Q4 		$55.8K Hold
13,350
– – ﹤0.01% 3528
2025
Q3 		$33.5K Hold
13,350
– – ﹤0.01% 3464
2025
Q2 		$44.7K Buy
13,350
+1,850
+16% +$5.97K ﹤0.01% 3239
2025
Q1 		$39.9K Hold
11,500
– – ﹤0.01% 2867
2024
Q4 		$46.6K Sell
11,500
-6,500
-36% -$22.9K ﹤0.01% 2872
2024
Q3 		$61.9K Buy
+18,000
New +$48.4K ﹤0.01% 2603

Other funds holding CVU

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

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

Wealth Enhancement Advisory Services sold out of CPI Aerostructures (CVU) in Q1 2026, closing a stake of 13,350 shares — an estimated $55.8K sold.

Wealth Enhancement Advisory Services first reported a position in CVU in Q3 2024 and held it in 6 quarters. The position peaked at $61.9K in Q3 2024. 41 funds tracked by Wall St. Rank hold CVU as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining CPI Aerostructures position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 13,350 CPI Aerostructures shares in Q1 2026, an estimated $55.8K.
  • Wealth Enhancement Advisory Services first reported a position in CPI Aerostructures in Q3 2024 and held it in 6 quarters.
  • Wealth Enhancement Advisory Services's CPI Aerostructures position peaked at $61.9K in Q3 2024.
  • 41 funds tracked by Wall St. Rank held CPI Aerostructures as of Q1 2026.

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