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 Q3	$1.76M	Sell	61,290 -604	-1%	-$16.6K	﹤0.01%	1757
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

CIG

Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return

MIC

Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Adams Natural Resources Fund (PEO) stake by 0.98% in Q3 2026, selling an estimated $16.6K and leaving 61,290 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1757.

Wealth Enhancement Advisory Services first reported a position in PEO in Q3 2023 and has held it in 13 quarters since. 7 funds tracked by Wall St. Rank hold PEO as of Q3 2026.

Wealth Enhancement Advisory Services held 61,290 shares of Adams Natural Resources Fund worth $1.76M as of Q3 2026.
Wealth Enhancement Advisory Services sold 604 Adams Natural Resources Fund shares in Q3 2026, an estimated $16.6K.
Adams Natural Resources Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1757 holding.
Wealth Enhancement Advisory Services first reported a position in Adams Natural Resources Fund in Q3 2023 and has held it in 13 quarters since.
7 funds tracked by Wall St. Rank held Adams Natural Resources Fund as of Q3 2026.

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