Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Pembina Pipeline PBA Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PBA Stock Details PBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$653K Sell
14,634
-3,769
-20% -$160K ﹤0.01% 2121
2025
Q4 		$677K Sell
18,403
-112
-0.6% -$4.31K ﹤0.01% 2243
2025
Q3 		$758K Sell
18,515
-1,016
-5% -$38.3K ﹤0.01% 2044
2025
Q2 		$729K Buy
19,531
+1,349
+7% +$50.9K ﹤0.01% 1941
2025
Q1 		$728K Buy
18,182
+1,824
+11% +$68.4K ﹤0.01% 1795
2024
Q4 		$604K Buy
16,358
+1,601
+11% +$65.3K ﹤0.01% 1846
2024
Q3 		$609K Buy
14,757
+1,199
+9% +$46.9K ﹤0.01% 1685
2024
Q2 		$503K Buy
13,558
+500
+4% +$18.1K ﹤0.01% 1651
2024
Q1 		$461K Sell
13,058
-262
-2% -$9.03K ﹤0.01% 1630
2023
Q4 		$458K Sell
13,320
-608
-4% -$19.5K ﹤0.01% 1559
2023
Q3 		$419K Buy
+13,928
New +$429K ﹤0.01% 1536

Other funds holding PBA

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Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return