Wealth Enhancement Advisory Services
PLUS icon

Wealth Enhancement Advisory Services’s ePlus PLUS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$219K Sell
2,445
-201
-8% -$16.7K ﹤0.01% 3503
2026
Q1 		$204K Buy
2,646
+275
+12% +$22.6K ﹤0.01% 3122
2025
Q4 		$208K Buy
+2,371
New +$196K ﹤0.01% 3248

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Vanguard Capital Management
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Vanguard Portfolio Management
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State Street
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wealth Enhancement Advisory Services's PLUS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its ePlus (PLUS) stake by 7.6% in Q2 2026, selling an estimated $16.7K and leaving 2,445 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #3503.

Wealth Enhancement Advisory Services first reported a position in PLUS in Q4 2025 and has held it in 3 quarters since. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 2,445 shares of ePlus worth $219K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 201 ePlus shares in Q2 2026, an estimated $16.7K.
  • ePlus made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3503 holding.
  • Wealth Enhancement Advisory Services first reported a position in ePlus in Q4 2025 and has held it in 3 quarters since.
  • 289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.