Wealth Enhancement Advisory Services
IONS icon

Wealth Enhancement Advisory Services’s Ionis Pharmaceuticals IONS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio IONS Stock Details IONS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$314K Buy
5,394
+1,269
+31% +$95.5K ﹤0.01% 3160
2026
Q1 		$309K Sell
4,125
-4,131
-50% -$326K ﹤0.01% 2743
2025
Q4 		$673K Buy
8,256
+817
+11% +$61.5K ﹤0.01% 2248
2025
Q3 		$513K Sell
7,439
-476
-6% -$23.2K ﹤0.01% 2345
2025
Q2 		$340K Buy
+7,915
New +$259K ﹤0.01% 2542
2024
Q3 		– Sell
-4,508
Closed -$215K – 2861
2024
Q2 		$215K Buy
+4,508
New +$185K ﹤0.01% 2242

Other funds holding IONS

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Ionis Pharmaceuticals (IONS) stake by 31% in Q2 2026, buying an estimated $95.5K and bringing the position to 5,394 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #3160.

Wealth Enhancement Advisory Services first reported a position in IONS in Q2 2024 and has held it in 6 quarters since. The position peaked at $673K in Q4 2025. 41 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 5,394 shares of Ionis Pharmaceuticals worth $314K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,269 Ionis Pharmaceuticals shares in Q2 2026, an estimated $95.5K.
  • Ionis Pharmaceuticals made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3160 holding.
  • Wealth Enhancement Advisory Services first reported a position in Ionis Pharmaceuticals in Q2 2024 and has held it in 6 quarters since.
  • Wealth Enhancement Advisory Services's Ionis Pharmaceuticals position peaked at $673K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

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