Wealth Enhancement Advisory Services
PBYI icon

Wealth Enhancement Advisory Services’s Puma Biotechnology PBYI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PBYI Stock Details PBYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$106K Buy
13,203
+1,568
+13% +$11.5K ﹤0.01% 3780
2026
Q1 		$80.3K Buy
11,635
+1,491
+15% +$9.62K ﹤0.01% 3363
2025
Q4 		$59.4K Buy
+10,144
New +$53.9K ﹤0.01% 3521

Other funds holding PBYI

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CWM
C2C Wealth Management Scottsdale, Arizona $128M AUM 22.42% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Puma Biotechnology (PBYI) stake by 13% in Q2 2026, buying an estimated $11.5K and bringing the position to 13,203 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #3780.

Wealth Enhancement Advisory Services first reported a position in PBYI in Q4 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold PBYI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 13,203 shares of Puma Biotechnology worth $106K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,568 Puma Biotechnology shares in Q2 2026, an estimated $11.5K.
  • Puma Biotechnology made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3780 holding.
  • Wealth Enhancement Advisory Services first reported a position in Puma Biotechnology in Q4 2025 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held Puma Biotechnology as of Q2 2026.

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