Wealth Enhancement Advisory Services
PEO

Wealth Enhancement Advisory Services’s Adams Natural Resources Fund PEO Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.56M Sell
61,894
-3,751
-6% -$97.5K ﹤0.01% 1745
2026
Q1 		$1.74M Buy
65,645
+5,017
+8% +$127K ﹤0.01% 1474
2025
Q4 		$1.33M Buy
60,628
+608
+1% +$13.1K ﹤0.01% 1778
2025
Q3 		$1.3M Sell
60,020
-2,126
-3% -$45.9K ﹤0.01% 1703
2025
Q2 		$1.36M Buy
62,146
+2,370
+4% +$48.8K ﹤0.01% 1565
2025
Q1 		$1.36M Sell
59,776
-6,770
-10% -$152K ﹤0.01% 1447
2024
Q4 		$1.45M Sell
66,546
-5,435
-8% -$124K ﹤0.01% 1344
2024
Q3 		$1.61M Sell
71,981
-5,215
-7% -$116K ﹤0.01% 1160
2024
Q2 		$1.75M Buy
77,196
+313
+0.4% +$7.03K ﹤0.01% 1042
2024
Q1 		$1.71M Sell
76,883
-3,539
-4% -$72.3K ﹤0.01% 1006
2023
Q4 		$1.6M Buy
80,422
+3,144
+4% +$64.4K ﹤0.01% 980
2023
Q3 		$1.72M Buy
+77,278
New +$1.67M 0.01% 910

Other funds holding PEO

WCM
Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return