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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CWM

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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. 44 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.
44 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.