Wealth Enhancement Advisory Services
EXLS icon

Wealth Enhancement Advisory Services’s EXL Service EXLS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio EXLS Stock Details EXLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.4M Sell
76,476
-15,084
-16% -$444K ﹤0.01% 1839
2026
Q1 		$2.03M Buy
91,560
+47,192
+106% +$1.63M ﹤0.01% 1386
2025
Q4 		$1.89M Buy
44,368
+15,936
+56% +$651K ﹤0.01% 1549
2025
Q3 		$1.2M Buy
28,432
+13,928
+96% +$603K ﹤0.01% 1741
2025
Q2 		$657K Sell
14,504
-608
-4% -$27.8K ﹤0.01% 2017
2025
Q1 		$713K Buy
15,112
+286
+2% +$13.8K ﹤0.01% 1810
2024
Q4 		$658K Buy
14,826
+1,481
+11% +$64.1K ﹤0.01% 1797
2024
Q3 		$509K Buy
13,345
+653
+5% +$22.8K ﹤0.01% 1823
2024
Q2 		$398K Sell
12,692
-981
-7% -$29.4K ﹤0.01% 1789
2024
Q1 		$435K Sell
13,673
-730
-5% -$22.7K ﹤0.01% 1670
2023
Q4 		$444K Sell
14,403
-2,740
-16% -$77.6K ﹤0.01% 1582
2023
Q3 		$481K Buy
+17,143
New +$502K ﹤0.01% 1446

Other funds holding EXLS

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return