Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Phillips Edison & Co PECO Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PECO Stock Details PECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.4M Buy
64,127
+3,470
+6% +$140K ﹤0.01% 1545
2026
Q2 		$2.54M Buy
60,657
+7,569
+14% +$302K ﹤0.01% 1410
2026
Q1 		$1.99M Sell
53,088
-59,038
-53% -$2.19M ﹤0.01% 1391
2025
Q4 		$3.91M Sell
112,126
-928
-0.8% -$32.2K 0.01% 1147
2025
Q3 		$3.77M Sell
113,054
-2,383
-2% -$82.6K 0.01% 1101
2025
Q2 		$4.06M Buy
115,437
+17,359
+18% +$614K 0.01% 992
2025
Q1 		$3.58M Sell
98,078
-2,169
-2% -$78.4K 0.01% 963
2024
Q4 		$3.76M Sell
100,247
-1,123
-1% -$42.8K 0.01% 903
2024
Q3 		$3.82M Sell
101,370
-25,607
-20% -$914K 0.01% 817
2024
Q2 		$4.15M Sell
126,977
-4,150
-3% -$135K 0.01% 740
2024
Q1 		$4.7M Sell
131,127
-10,045
-7% -$355K 0.01% 680
2023
Q4 		$5.15M Sell
141,172
-3,305
-2% -$116K 0.02% 603
2023
Q3 		$4.85M Buy
+144,477
New +$5M 0.02% 588

Other funds holding PECO

IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services's PECO Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Phillips Edison & Co (PECO) stake by 5.7% in Q3 2026, buying an estimated $140K and bringing the position to 64,127 shares worth $2.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

Wealth Enhancement Advisory Services first reported a position in PECO in Q3 2023 and has held it in 13 quarters since. The position peaked at $5.15M in Q4 2023. 27 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • Wealth Enhancement Advisory Services held 64,127 shares of Phillips Edison & Co worth $2.4M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 3,470 Phillips Edison & Co shares in Q3 2026, an estimated $140K.
  • Phillips Edison & Co made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1545 holding.
  • Wealth Enhancement Advisory Services first reported a position in Phillips Edison & Co in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Phillips Edison & Co position peaked at $5.15M in Q4 2023.
  • 27 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.