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
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

VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return