Wealth Enhancement Advisory Services
NOTE

Wealth Enhancement Advisory Services’s FiscalNote NOTE Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio NOTE Stock Details NOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,225
Closed -$11K – 3664
2025
Q2 		$11K Buy
+1,225
New +$9.18K ﹤0.01% 3359

Other funds holding NOTE

MCP
Maso Capital Partners Hong Kong $60.9M AUM 0.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealth Enhancement Advisory Services's NOTE Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of FiscalNote (NOTE) in Q3 2025, closing a stake of 1,225 shares — an estimated $11K sold.

Wealth Enhancement Advisory Services first reported a position in NOTE in Q2 2025 and held it in 1 quarter. The position peaked at $11K in Q2 2025. 47 funds tracked by Wall St. Rank hold NOTE as of Q3 2025.

  • Wealth Enhancement Advisory Services reported no remaining FiscalNote position as of Q3 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 1,225 FiscalNote shares in Q3 2025, an estimated $11K.
  • Wealth Enhancement Advisory Services first reported a position in FiscalNote in Q2 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's FiscalNote position peaked at $11K in Q2 2025.
  • 47 funds tracked by Wall St. Rank held FiscalNote as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.