Wealth Enhancement Advisory Services
MOHR

Wealth Enhancement Advisory Services’s Mohr Growth ETF MOHR Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio MOHR Stock Details MOHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-17,983
Closed -$358K – 2593
2023
Q4 		$358K Buy
+17,983
New +$337K ﹤0.01% 1707

Other funds holding MOHR

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
OWG
Oxford Wealth Group Orlando, Florida $183M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services's MOHR Position: Q1 2024 in Review

Wealth Enhancement Advisory Services sold out of Mohr Growth ETF (MOHR) in Q1 2024, closing a stake of 17,983 shares — an estimated $358K sold.

Wealth Enhancement Advisory Services first reported a position in MOHR in Q4 2023 and held it in 1 quarter. The position peaked at $358K in Q4 2023. 10 funds tracked by Wall St. Rank hold MOHR as of Q1 2024.

  • Wealth Enhancement Advisory Services reported no remaining Mohr Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 17,983 Mohr Growth ETF shares in Q1 2024, an estimated $358K.
  • Wealth Enhancement Advisory Services first reported a position in Mohr Growth ETF in Q4 2023 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Mohr Growth ETF position peaked at $358K in Q4 2023.
  • 10 funds tracked by Wall St. Rank held Mohr Growth ETF as of Q1 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2024, filed 15 Apr 2024.