Wealth Enhancement Advisory Services
OKLO

Wealth Enhancement Advisory Services’s Oklo OKLO Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio OKLO Stock Details OKLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-19,000
Closed -$1.52M – 3820
2025
Q3 		$1.52M Buy
+19,000
New +$1.49M ﹤0.01% 1608

Other funds holding OKLO

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Oklo (OKLO) stake by 14% in Q2 2026, selling an estimated $182K and leaving 17,865 shares worth $873K. The position accounts for ﹤0.01% of the portfolio, ranked #2178.

Wealth Enhancement Advisory Services first reported a position in OKLO in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.33M in Q3 2025. 160 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 17,865 shares of Oklo worth $873K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 2,920 Oklo shares in Q2 2026, an estimated $182K.
  • Oklo made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2178 holding.
  • Wealth Enhancement Advisory Services first reported a position in Oklo in Q1 2025 and has held it in 6 quarters since.
  • Wealth Enhancement Advisory Services's Oklo position peaked at $5.33M in Q3 2025.
  • 160 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

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