Wealth Enhancement Advisory Services
NIQ icon

Wealth Enhancement Advisory Services’s NIQ Global Intelligence PLC NIQ Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio NIQ Stock Details NIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$280K Buy
15,647
+2,093
+15% +$31.4K ﹤0.01% 3420
2026
Q2 		$152K Buy
+13,554
New +$131K ﹤0.01% 3694
2026
Q1 		– Sell
-14,244
Closed -$230K – 3924
2025
Q4 		$230K Buy
+14,244
New +$208K ﹤0.01% 3155

Other funds holding NIQ

TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its NIQ Global Intelligence PLC (NIQ) stake by 15% in Q3 2026, buying an estimated $31.4K and bringing the position to 15,647 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #3420.

Wealth Enhancement Advisory Services first reported a position in NIQ in Q4 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold NIQ as of Q3 2026.

  • Wealth Enhancement Advisory Services held 15,647 shares of NIQ Global Intelligence PLC worth $280K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 2,093 NIQ Global Intelligence PLC shares in Q3 2026, an estimated $31.4K.
  • NIQ Global Intelligence PLC made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3420 holding.
  • Wealth Enhancement Advisory Services first reported a position in NIQ Global Intelligence PLC in Q4 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held NIQ Global Intelligence PLC as of Q3 2026.

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