Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Powell Industries POWL Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio POWL Stock Details POWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.7M	Sell	7,304 -7,318	-50%	-$1.99M	﹤0.01%	1689
2026 Q1	$890K	Buy	14,622 +8,805	+151%	+$1.44M	﹤0.01%	1883
2025 Q4	$698K	Sell	5,817 -1,851	-24%	-$208K	﹤0.01%	2218
2025 Q3	$801K	Buy	7,668 +1,302	+20%	+$110K	﹤0.01%	2007
2025 Q2	$462K	Buy	6,366 +552	+9%	+$33.3K	﹤0.01%	2285
2025 Q1	$330K	Buy	5,814 +876	+18%	+$61.1K	﹤0.01%	2372
2024 Q4	$365K	Buy	4,938 +1,422	+40%	+$127K	﹤0.01%	2219
2024 Q3	$260K	Buy	+3,516	New	+$191K	﹤0.01%	2269

Other funds holding POWL

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return