Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio EMLP Stock Details EMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$718K	Buy	16,390 +2,309	+16%	+$101K	﹤0.01%	2355
2026 Q1	$617K	Sell	14,081 -3,461	-20%	-$144K	﹤0.01%	2157
2025 Q4	$663K	Buy	17,542 +1,199	+7%	+$45.7K	﹤0.01%	2268
2025 Q3	$627K	Sell	16,343 -38	-0.2%	-$1.43K	﹤0.01%	2182
2025 Q2	$611K	Buy	16,381 +943	+6%	+$34.5K	﹤0.01%	2077
2025 Q1	$579K	Buy	15,438 +22	+0.1%	+$814	﹤0.01%	1948
2024 Q4	$550K	Buy	+15,416	New	+$546K	﹤0.01%	1928

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Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Puff Wealth Management Haddonfield, New Jersey $98.1M AUM

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return