Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Omeros OMER Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio OMER Stock Details OMER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-17,475
Closed -$190K – 4202
2026
Q1 		$190K Sell
17,475
-14,253
-45% -$168K ﹤0.01% 3155
2025
Q4 		$429K Buy
31,728
+2,631
+9% +$22.7K ﹤0.01% 2607
2025
Q3 		$129K Buy
29,097
+2,941
+11% +$11.7K ﹤0.01% 3272
2025
Q2 		$83.7K Sell
26,156
-44,242
-63% -$220K ﹤0.01% 3167
2025
Q1 		$579K Buy
+70,398
New +$621K ﹤0.01% 1949

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ISL
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wealth Enhancement Advisory Services sold out of Omeros (OMER) in Q2 2026, closing a stake of 17,475 shares — an estimated $190K sold.

Wealth Enhancement Advisory Services first reported a position in OMER in Q1 2025 and held it in 5 quarters. The position peaked at $579K in Q1 2025. 171 funds tracked by Wall St. Rank hold OMER as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining Omeros position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 17,475 Omeros shares in Q2 2026, an estimated $190K.
  • Wealth Enhancement Advisory Services first reported a position in Omeros in Q1 2025 and held it in 5 quarters.
  • Wealth Enhancement Advisory Services's Omeros position peaked at $579K in Q1 2025.
  • 171 funds tracked by Wall St. Rank held Omeros as of Q2 2026.

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