Wealth Enhancement Advisory Services
KSS icon

Wealth Enhancement Advisory Services’s Kohl's KSS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio KSS Stock Details KSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,472
Closed -$134K – 4188
2026
Q1 		$134K Sell
10,472
-3,821
-27% -$64.4K ﹤0.01% 3246
2025
Q4 		$316K Buy
14,293
+1,581
+12% +$29.6K ﹤0.01% 2877
2025
Q3 		$202K Sell
12,712
-8,955
-41% -$119K ﹤0.01% 3136
2025
Q2 		$201K Buy
21,667
+1,106
+5% +$8.5K ﹤0.01% 2997
2025
Q1 		$168K Buy
20,561
+2,759
+15% +$32K ﹤0.01% 2665
2024
Q4 		$250K Sell
17,802
-9,684
-35% -$167K ﹤0.01% 2527
2024
Q3 		$580K Buy
27,486
+1,548
+6% +$31.5K ﹤0.01% 1730
2024
Q2 		$596K Buy
25,938
+19
+0.1% +$459 ﹤0.01% 1542
2024
Q1 		$756K Sell
25,919
-28,603
-52% -$767K ﹤0.01% 1360
2023
Q4 		$1.56M Sell
54,522
-4,913
-8% -$115K ﹤0.01% 986
2023
Q3 		$1.25M Buy
+59,435
New +$1.5M ﹤0.01% 1011
2021
Q2 		– Sell
-23,414
Closed -$1.41M – 295
2021
Q1 		$1.41M Buy
23,414
+347
+2% +$17.8K 0.03% 158
2020
Q4 		$1.01M Buy
+23,067
New +$671K 0.02% 169
2020
Q3 		– Sell
-45,079
Closed -$967K – 223
2020
Q2 		$967K Buy
+45,079
New +$869K 0.03% 173
2020
Q1 		– Sell
-36,162
Closed -$1.84M – 255
2019
Q4 		$1.84M Buy
36,162
+14,587
+68% +$742K 0.07% 116
2019
Q3 		$1.11M Buy
+21,575
New +$1.06M 0.04% 147
2016
Q4 		– Sell
-18,025
Closed -$799K – 161
2016
Q3 		$799K Buy
+18,025
New +$755K 0.12% 105
2015
Q4 		– Sell
-13,364
Closed -$623K – 128
2015
Q3 		$623K Buy
13,364
+3,099
+30% +$174K 0.19% 114
2015
Q2 		$643K Buy
+10,265
New +$713K 0.2% 111

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GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
BRG
Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return