Wealth Enhancement Advisory Services
PPLI

Wealth Enhancement Advisory Services’s People Inc PPLI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PPLI Stock Details PPLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.47M Buy
31,630
+5,643
+22% +$241K ﹤0.01% 1795
2026
Q1 		$1.03M Buy
25,987
+15,516
+148% +$588K ﹤0.01% 1775
2025
Q4 		$414K Buy
+10,471
New +$367K ﹤0.01% 2628
2025
Q3 		– Sell
-6,634
Closed -$257K – 3637
2025
Q2 		$257K Sell
6,634
-22,740
-77% -$822K ﹤0.01% 2767
2025
Q1 		$1.11M Buy
+29,374
New +$1.07M ﹤0.01% 1551
2019
Q1 		– Sell
-28,369
Closed -$1.01M – 197
2018
Q4 		$1.01M Buy
+28,369
New +$952K 0.06% 117
2018
Q1 		– Sell
-44,970
Closed -$1.08M – 160
2017
Q4 		$1.08M Sell
44,970
-974
-2% -$21.8K 0.08% 105
2017
Q3 		$1M Buy
+45,944
New +$892K 0.08% 93

Other funds holding PPLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $3.35B AUM 55.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its People Inc (PPLI) stake by 22% in Q2 2026, buying an estimated $241K and bringing the position to 31,630 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

Wealth Enhancement Advisory Services first reported a position in PPLI in Q3 2017 and has held it in 8 quarters since. 341 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 31,630 shares of People Inc worth $1.47M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 5,643 People Inc shares in Q2 2026, an estimated $241K.
  • People Inc made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1795 holding.
  • Wealth Enhancement Advisory Services first reported a position in People Inc in Q3 2017 and has held it in 8 quarters since.
  • 341 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

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