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Wealth Enhancement Advisory Services
PRGS icon

Wealth Enhancement Advisory Services’s Progress Software PRGS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PRGS Stock Details PRGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.05M Buy
27,807
+19,672
+242% +$582K ﹤0.01% 2033
2026
Q1
$210K Buy
8,135
+1,630
+25% +$62.3K ﹤0.01% 3097
2025
Q4
$270K Buy
6,505
+1,774
+37% +$77.3K ﹤0.01% 3010
2025
Q3
$222K Buy
+4,731
New +$218K ﹤0.01% 3040

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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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