Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s SiriusXM SIRI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SIRI Stock Details SIRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.44M	Buy	121,642 +5,060	+4%	+$136K	0.01%	1231
2026 Q1	$2.77M	Buy	116,582 +47,488	+69%	+$1.02M	0.01%	1213
2025 Q4	$1.49M	Sell	69,094 -53,507	-44%	-$1.15M	﹤0.01%	1696
2025 Q3	$2.8M	Sell	122,601 -13,816	-10%	-$320K	﹤0.01%	1256
2025 Q2	$3.31M	Buy	136,417 +44,752	+49%	+$963K	0.01%	1099
2025 Q1	$2.07M	Sell	91,665 -7,930	-8%	-$187K	﹤0.01%	1230
2024 Q4	$2.27M	Buy	99,595 +29,839	+43%	+$761K	﹤0.01%	1116
2024 Q3	$1.65M	Buy	69,756 +62,315	+837%	+$1.94M	﹤0.01%	1151
2024 Q2	$211K	Buy	7,441 +1,025	+16%	+$30.6K	﹤0.01%	2261
2024 Q1	$249K	Sell	6,416 -200	-3%	-$9.51K	﹤0.01%	2039
2023 Q4	$362K	Sell	6,616 -331	-5%	-$15.9K	﹤0.01%	1704
2023 Q3	$314K	Buy	6,947 +5,335	+331%	+$248K	﹤0.01%	1716
2023 Q2	$73K	Sell	1,612 -32,229	-95%	-$1.22M	﹤0.01%	507
2023 Q1	$1.34M	Buy	+33,841	New	+$1.62M	0.02%	273

Other funds holding SIRI

Handelsbanken Fonder

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

R.H. Dinel Investment Counsel Los Angeles, California $130M AUM 5.64% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return