Wealth Enhancement Advisory Services
DRS icon

Wealth Enhancement Advisory Services’s Leonardo DRS DRS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio DRS Stock Details DRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.89M Sell
52,827
-24,461
-32% -$1.02M ﹤0.01% 1708
2026
Q2 		$3.09M Buy
77,288
+30,161
+64% +$1.34M 0.01% 1302
2026
Q1 		$2.18M Buy
47,127
+13,936
+42% +$587K ﹤0.01% 1349
2025
Q4 		$1.24M Buy
33,191
+17,414
+110% +$643K ﹤0.01% 1805
2025
Q3 		$706K Buy
15,777
+8,872
+128% +$387K ﹤0.01% 2097
2025
Q2 		$320K Buy
+6,905
New +$277K ﹤0.01% 2587

Other funds holding DRS

PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
KG
Kieckhefer Group Mequon, Wisconsin $252M AUM 40.97% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Wealth Enhancement Advisory Services's DRS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Leonardo DRS (DRS) stake by 32% in Q3 2026, selling an estimated $1.02M and leaving 52,827 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

Wealth Enhancement Advisory Services first reported a position in DRS in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.09M in Q2 2026. 28 funds tracked by Wall St. Rank hold DRS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 52,827 shares of Leonardo DRS worth $1.89M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 24,461 Leonardo DRS shares in Q3 2026, an estimated $1.02M.
  • Leonardo DRS made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1708 holding.
  • Wealth Enhancement Advisory Services first reported a position in Leonardo DRS in Q2 2025 and has held it in 6 quarters since.
  • Wealth Enhancement Advisory Services's Leonardo DRS position peaked at $3.09M in Q2 2026.
  • 28 funds tracked by Wall St. Rank held Leonardo DRS as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.