Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Polaris PII Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.95M Sell
81,125
-3,122
-4% -$202K 0.01% 1238
2026
Q2 		$5.28M Buy
84,247
+14,857
+21% +$957K 0.01% 975
2026
Q1 		$3.53M Buy
69,390
+9,420
+16% +$590K 0.01% 1083
2025
Q4 		$4.21M Buy
59,970
+33
+0.1% +$2.17K 0.01% 1104
2025
Q3 		$3.82M Buy
59,937
+371
+0.6% +$20K 0.01% 1090
2025
Q2 		$2.77M Buy
59,566
+49,143
+471% +$1.85M ﹤0.01% 1199
2025
Q1 		$427K Buy
10,423
+6,453
+163% +$307K ﹤0.01% 2164
2024
Q4 		$229K Buy
3,970
+551
+16% +$38.3K ﹤0.01% 2595
2024
Q3 		$285K Sell
3,419
-12
-0.3% -$975 ﹤0.01% 2215
2024
Q2 		$269K Sell
3,431
-450
-12% -$38.1K ﹤0.01% 2062
2024
Q1 		$389K Sell
3,881
-985
-20% -$90.5K ﹤0.01% 1741
2023
Q4 		$461K Sell
4,866
-1,164
-19% -$107K ﹤0.01% 1553
2023
Q3 		$628K Buy
+6,030
New +$716K ﹤0.01% 1301
2018
Q1 		– Sell
-9,233
Closed -$1.2M – 173
2017
Q4 		$1.2M Buy
+9,233
New +$1.1M 0.09% 97

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Consolidated Planning Corp
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New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Heritage Wealth Architects
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Polaris (PII) stake by 3.7% in Q3 2026, selling an estimated $202K and leaving 81,125 shares worth $3.95M. The position accounts for 0.01% of the portfolio, ranked #1238.

Wealth Enhancement Advisory Services first reported a position in PII in Q4 2017 and has held it in 14 quarters since. The position peaked at $5.28M in Q2 2026. 87 funds tracked by Wall St. Rank hold PII as of Q3 2026.

  • Wealth Enhancement Advisory Services held 81,125 shares of Polaris worth $3.95M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 3,122 Polaris shares in Q3 2026, an estimated $202K.
  • Polaris made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1238 holding.
  • Wealth Enhancement Advisory Services first reported a position in Polaris in Q4 2017 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Polaris position peaked at $5.28M in Q2 2026.
  • 87 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

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