Wealth Enhancement Advisory Services
DFS

Wealth Enhancement Advisory Services’s Discover Financial Services DFS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-63,089
Closed -$10.8M – 3411
2025
Q1 		$10.8M Buy
63,089
+2,066
+3% +$378K 0.02% 559
2024
Q4 		$10.6M Buy
61,023
+1,544
+3% +$253K 0.02% 540
2024
Q3 		$8.34M Buy
59,479
+1,434
+2% +$193K 0.02% 572
2024
Q2 		$7.59M Sell
58,045
-4,657
-7% -$581K 0.02% 567
2024
Q1 		$8.22M Sell
62,702
-2,100
-3% -$241K 0.02% 526
2023
Q4 		$7.28M Buy
64,802
+1,541
+2% +$142K 0.02% 502
2023
Q3 		$5.48M Buy
63,261
+59,897
+1,781% +$5.95M 0.02% 558
2023
Q2 		$393K Sell
3,364
-331
-9% -$34.7K ﹤0.01% 385
2023
Q1 		$365K Buy
+3,695
New +$396K ﹤0.01% 421
2021
Q3 		– Sell
-10,426
Closed -$1.29M – 297
2021
Q2 		$1.29M Buy
+10,426
New +$1.18M 0.02% 172
2017
Q2 		– Sell
-11,142
Closed -$752K – 153
2017
Q1 		$752K Buy
+11,142
New +$782K 0.08% 129

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Wealth Enhancement Advisory Services's DFS Position: Q2 2025 in Review

Wealth Enhancement Advisory Services sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 63,089 shares — an estimated $10.8M sold.

Wealth Enhancement Advisory Services first reported a position in DFS in Q1 2017 and held it in 11 quarters. The position peaked at $10.8M in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Wealth Enhancement Advisory Services reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 63,089 Discover Financial Services shares in Q2 2025, an estimated $10.8M.
  • Wealth Enhancement Advisory Services first reported a position in Discover Financial Services in Q1 2017 and held it in 11 quarters.
  • Wealth Enhancement Advisory Services's Discover Financial Services position peaked at $10.8M in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.