Wealth Enhancement Advisory Services
PPBI

Wealth Enhancement Advisory Services’s Pacific Premier Bancorp PPBI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PPBI Stock Details PPBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-21,796
Closed -$503K – 3674
2025
Q2 		$503K Buy
21,796
+5,306
+32% +$110K ﹤0.01% 2221
2025
Q1 		$352K Buy
+16,490
New +$393K ﹤0.01% 2322

Other funds holding PPBI

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Wealth Enhancement Advisory Services's PPBI Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 21,796 shares — an estimated $503K sold.

Wealth Enhancement Advisory Services first reported a position in PPBI in Q1 2025 and held it in 2 quarters. The position peaked at $503K in Q2 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Wealth Enhancement Advisory Services reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 21,796 Pacific Premier Bancorp shares in Q3 2025, an estimated $503K.
  • Wealth Enhancement Advisory Services first reported a position in Pacific Premier Bancorp in Q1 2025 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Pacific Premier Bancorp position peaked at $503K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.