Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Innospec IOSP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.12M	Buy	13,679 +5,782	+73%	+$458K	﹤0.01%	1994
2026 Q1	$583K	Sell	7,897 -1,326	-14%	-$103K	﹤0.01%	2194
2025 Q4	$725K	Buy	9,223 +1,892	+26%	+$143K	﹤0.01%	2187
2025 Q3	$573K	Buy	7,331 +3,438	+88%	+$287K	﹤0.01%	2257
2025 Q2	$345K	Buy	+3,893	New	+$341K	﹤0.01%	2528

Other funds holding IOSP

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return