Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s NextDecade NEXT Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio NEXT Stock Details NEXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$281K Buy
+35,190
New +$278K ﹤0.01% 3264
2025
Q4 		– Sell
-20,222
Closed -$150K – 3751
2025
Q3 		$150K Buy
20,222
+2,686
+15% +$26K ﹤0.01% 3235
2025
Q2 		$160K Buy
17,536
+1,675
+11% +$13K ﹤0.01% 3047
2025
Q1 		$123K Sell
15,861
-183
-1% -$1.48K ﹤0.01% 2726
2024
Q4 		$124K Sell
16,044
-276
-2% -$1.77K ﹤0.01% 2780
2024
Q3 		$76.9K Buy
+16,320
New +$98.7K ﹤0.01% 2589

Other funds holding NEXT

SA
SL Advisors Westfield, New Jersey $57.2M AUM 12.92% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $259M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return