Wealth Enhancement Advisory Services’s Evolution Petroleum EPM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$95.2K	Buy	+26,231	New	+$115K	﹤0.01%	3808

Other funds holding EPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wealth Enhancement Advisory Services opened a new position in Evolution Petroleum (EPM) in Q2 2026: 26,231 shares worth $95.2K. The stake represents ﹤0.01% of the portfolio and ranks #3808 among its holdings.

117 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

Wealth Enhancement Advisory Services held 26,231 shares of Evolution Petroleum worth $95.2K as of Q2 2026.
Evolution Petroleum was a new Wealth Enhancement Advisory Services position in Q2 2026.
Evolution Petroleum made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3808 holding.
117 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

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