Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Peoples Bancorp PEBO Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PEBO Stock Details PEBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$850K	Buy	22,191 +5,344	+32%	+$186K	﹤0.01%	2199
2026 Q1	$564K	Buy	16,847 +1,576	+10%	+$50.8K	﹤0.01%	2223
2025 Q4	$472K	Buy	15,271 +1,454	+11%	+$43.2K	﹤0.01%	2525
2025 Q3	$415K	Buy	13,817 +5,362	+63%	+$163K	﹤0.01%	2514
2025 Q2	$271K	Buy	+8,455	New	+$247K	﹤0.01%	2722

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Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return