Wealth Enhancement Advisory Services’s NIO NIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$38.9K	Buy	11,405 +811	+8%	+$3.53K	﹤0.01%	4072
2026 Q2	$50.6K	Buy	+10,594	New	+$61.7K	﹤0.01%	3916
2026 Q1	–	Sell	-15,612	Closed	-$74.6K	–	3782
2025 Q4	$74.6K	Sell	15,612 -531	-3%	-$3.28K	﹤0.01%	3487
2025 Q3	$121K	Buy	16,143 +306	+2%	+$1.65K	﹤0.01%	3289
2025 Q2	$55.6K	Buy	15,837 +1,235	+8%	+$4.6K	﹤0.01%	3216
2025 Q1	$55.6K	Sell	14,602 -5,315	-27%	-$23.4K	﹤0.01%	2839
2024 Q4	$86.8K	Sell	19,917 -15,010	-43%	-$76.4K	﹤0.01%	2821
2024 Q3	$233K	Sell	34,927 -1,229	-3%	-$5.65K	﹤0.01%	2353
2024 Q2	$150K	Buy	36,156 +4,902	+16%	+$23.2K	﹤0.01%	2344
2024 Q1	$141K	Sell	31,254 -17,865	-36%	-$108K	﹤0.01%	2259
2023 Q4	$446K	Buy	49,119 +3,453	+8%	+$27.4K	﹤0.01%	1578
2023 Q3	$413K	Buy	+45,666	New	+$508K	﹤0.01%	1545

Other funds holding NIO

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Leonteq Securities AG Zurich, Switzerland $2.44B AUM 50.17% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Wealth Enhancement Advisory Services's NIO Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its NIO (NIO) stake by 7.7% in Q3 2026, buying an estimated $3.53K and bringing the position to 11,405 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4072.

Wealth Enhancement Advisory Services first reported a position in NIO in Q3 2023 and has held it in 12 quarters since. The position peaked at $446K in Q4 2023. 194 funds tracked by Wall St. Rank hold NIO as of Q3 2026.

Wealth Enhancement Advisory Services held 11,405 shares of NIO worth $38.9K as of Q3 2026.
Wealth Enhancement Advisory Services bought 811 NIO shares in Q3 2026, an estimated $3.53K.
NIO made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #4072 holding.
Wealth Enhancement Advisory Services first reported a position in NIO in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's NIO position peaked at $446K in Q4 2023.
194 funds tracked by Wall St. Rank held NIO as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.