Wealth Enhancement Advisory Services
SBEV icon

Wealth Enhancement Advisory Services’s Splash Beverage Group SBEV Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SBEV Stock Details SBEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,500
Closed -$9.66K – 3137
2024
Q4 		$9.66K Hold
1,500
– – ﹤0.01% 2929
2024
Q3 		$15.1K Sell
1,500
-2
-0.1% -$25 ﹤0.01% 2690
2024
Q2 		$13.8K Hold
1,502
– – ﹤0.01% 2507
2024
Q1 		$27.6K Sell
1,502
-250
-14% -$4.98K ﹤0.01% 2374
2023
Q4 		$38.7K Buy
1,752
+250
+17% +$5.95K ﹤0.01% 2227
2023
Q3 		$35.4K Buy
+1,502
New +$48.6K ﹤0.01% 2174

Other funds holding SBEV

CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services's SBEV Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of Splash Beverage Group (SBEV) in Q1 2025, closing a stake of 1,500 shares — an estimated $9.66K sold.

Wealth Enhancement Advisory Services first reported a position in SBEV in Q3 2023 and held it in 6 quarters. The position peaked at $38.7K in Q4 2023. 11 funds tracked by Wall St. Rank hold SBEV as of Q1 2025.

  • Wealth Enhancement Advisory Services reported no remaining Splash Beverage Group position as of Q1 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 1,500 Splash Beverage Group shares in Q1 2025, an estimated $9.66K.
  • Wealth Enhancement Advisory Services first reported a position in Splash Beverage Group in Q3 2023 and held it in 6 quarters.
  • Wealth Enhancement Advisory Services's Splash Beverage Group position peaked at $38.7K in Q4 2023.
  • 11 funds tracked by Wall St. Rank held Splash Beverage Group as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.