Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s abrdn Healthcare Investors HQH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$427K	Buy	+19,757	New	+$389K	﹤0.01%	2846
2025 Q2	–	Sell	-11,647	Closed	-$189K	–	3430
2025 Q1	$189K	Buy	+11,647	New	+$200K	﹤0.01%	2642

Other funds holding HQH

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Kennebec Savings Bank Augusta, Maine $125M AUM 27.46% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return