Wealth Enhancement Advisory Services
IEO icon

Wealth Enhancement Advisory Services’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio IEO Stock Details IEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,217
Closed -$237K – 2654
2024
Q1 		$237K Sell
2,217
-1,420
-39% -$135K ﹤0.01% 2082
2023
Q4 		$339K Sell
3,637
-973
-21% -$92.3K ﹤0.01% 1737
2023
Q3 		$450K Buy
+4,610
New +$438K ﹤0.01% 1492

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Wells Fargo
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AWM
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Royal Bank of Canada
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services's IEO Position: Q2 2024 in Review

Wealth Enhancement Advisory Services sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2024, closing a stake of 2,217 shares — an estimated $237K sold.

Wealth Enhancement Advisory Services first reported a position in IEO in Q3 2023 and held it in 3 quarters. The position peaked at $450K in Q3 2023. 183 funds tracked by Wall St. Rank hold IEO as of Q2 2024.

  • Wealth Enhancement Advisory Services reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 2,217 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2024, an estimated $237K.
  • Wealth Enhancement Advisory Services first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2023 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's iShares US Oil & Gas Exploration & Production ETF position peaked at $450K in Q3 2023.
  • 183 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2024, filed 16 Jul 2024.