Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s SM Energy SM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.25M	Buy	44,973 +6,885	+18%	+$207K	﹤0.01%	1915
2026 Q1	$1.17M	Buy	+38,088	New	+$869K	﹤0.01%	1700
2025 Q3	–	Sell	-8,341	Closed	-$216K	–	3693
2025 Q2	$216K	Buy	+8,341	New	+$202K	﹤0.01%	2921
2025 Q1	–	Sell	-7,683	Closed	-$298K	–	3148
2024 Q4	$298K	Sell	7,683 -90	-1%	-$3.8K	﹤0.01%	2385
2024 Q3	$311K	Buy	+7,773	New	+$337K	﹤0.01%	2153

Other funds holding SM

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return