Wealth Enhancement Advisory Services
PARA

Wealth Enhancement Advisory Services’s Paramount Global Class B PARA Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PARA Stock Details PARA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-18,062
Closed -$233K – 3671
2025
Q2 		$233K Sell
18,062
-23,326
-56% -$273K ﹤0.01% 2866
2025
Q1 		$495K Sell
41,388
-34,109
-45% -$381K ﹤0.01% 2075
2024
Q4 		$790K Sell
75,497
-1,226
-2% -$13.2K ﹤0.01% 1683
2024
Q3 		$815K Sell
76,723
-7,067
-8% -$76.9K ﹤0.01% 1514
2024
Q2 		$871K Buy
83,790
+10,013
+14% +$117K ﹤0.01% 1347
2024
Q1 		$868K Buy
73,777
+20,531
+39% +$258K ﹤0.01% 1305
2023
Q4 		$788K Buy
53,246
+16,349
+44% +$219K ﹤0.01% 1266
2023
Q3 		$476K Buy
+36,897
New +$546K ﹤0.01% 1452
2022
Q4 		– Sell
-446,461
Closed -$8.33M – 358
2022
Q3 		$8.33M Sell
446,461
-30,117
-6% -$723K 0.12% 87
2022
Q2 		$12.2M Buy
+476,578
New +$14.5M 0.17% 74
2021
Q4 		– Sell
-44,205
Closed -$1.64M – 328
2021
Q3 		$1.64M Buy
44,205
+13,312
+43% +$542K 0.02% 158
2021
Q2 		$1.28M Buy
30,893
+6,836
+28% +$282K 0.02% 173
2021
Q1 		$1.07M Sell
24,057
-155
-0.6% -$9.47K 0.02% 193
2020
Q4 		$1.1M Buy
+24,212
New +$777K 0.02% 149
2020
Q3 		– Sell
-63,610
Closed -$1.58M – 233
2020
Q2 		$1.58M Buy
+63,610
New +$1.23M 0.05% 136

Other funds holding PARA

HRC
Hoertkorn Richard Charles $122M AUM 31% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Wealth Enhancement Advisory Services sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 18,062 shares — an estimated $233K sold.

Wealth Enhancement Advisory Services first reported a position in PARA in Q2 2020 and held it in 15 quarters. The position peaked at $12.2M in Q2 2022. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

  • Wealth Enhancement Advisory Services reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 18,062 Paramount Global Class B shares in Q3 2025, an estimated $233K.
  • Wealth Enhancement Advisory Services first reported a position in Paramount Global Class B in Q2 2020 and held it in 15 quarters.
  • Wealth Enhancement Advisory Services's Paramount Global Class B position peaked at $12.2M in Q2 2022.
  • 8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

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