Wealth Enhancement Advisory Services’s Orion OEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$688K	Buy	120,898 +5,267	+5%	+$37.9K	﹤0.01%	2390
2026 Q1	$733K	Buy	115,631 +9,520	+9%	+$56.3K	﹤0.01%	2030
2025 Q4	$614K	Buy	106,111 +15,865	+18%	+$86.1K	﹤0.01%	2329
2025 Q3	$652K	Buy	90,246 +16,619	+23%	+$168K	﹤0.01%	2143
2025 Q2	$828K	Buy	73,627 +60,519	+462%	+$684K	﹤0.01%	1865
2025 Q1	$169K	Buy	13,108 +3,046	+30%	+$43.1K	﹤0.01%	2664
2024 Q4	$159K	Buy	+10,062	New	+$170K	﹤0.01%	2734
2024 Q3	–	Sell	-9,446	Closed	-$207K	–	2887
2024 Q2	$207K	Buy	9,446 +446	+5%	+$10.7K	﹤0.01%	2273
2024 Q1	$212K	Hold	9,000	–	–	﹤0.01%	2162
2023 Q4	$250K	Buy	+9,000	New	+$206K	﹤0.01%	1954

Other funds holding OEC

MPMG

Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return

CLA

Carnegie Lake Advisors Princeton, New Jersey $268M AUM 22.32% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

TPW

Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

SRA

Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

DBA Trading Fort Lauderdale, Florida $199M AUM

Wealth Enhancement Advisory Services's OEC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Orion (OEC) stake by 4.6% in Q2 2026, buying an estimated $37.9K and bringing the position to 120,898 shares worth $688K. The position accounts for ﹤0.01% of the portfolio, ranked #2390.

Wealth Enhancement Advisory Services first reported a position in OEC in Q4 2023 and has held it in 10 quarters since. The position peaked at $828K in Q2 2025. 39 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

Wealth Enhancement Advisory Services held 120,898 shares of Orion worth $688K as of Q2 2026.
Wealth Enhancement Advisory Services bought 5,267 Orion shares in Q2 2026, an estimated $37.9K.
Orion made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2390 holding.
Wealth Enhancement Advisory Services first reported a position in Orion in Q4 2023 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's Orion position peaked at $828K in Q2 2025.
39 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.