Wealth Enhancement Advisory Services’s Simply Good Foods SMPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$754K Buy
59,019
+42,590
+259% +$526K ﹤0.01% 2308
2026
Q1
$233K Buy
+16,429
New +$283K ﹤0.01% 3013
2025
Q4
Sell
-6,717
Closed -$163K 3785
2025
Q3
$163K Buy
+6,717
New +$198K ﹤0.01% 3211
2025
Q1
Sell
-5,273
Closed -$206K 3149
2024
Q4
$206K Buy
+5,273
New +$193K ﹤0.01% 2677
2024
Q1
Sell
-5,243
Closed -$208K 2563
2023
Q4
$208K Sell
5,243
-3,367
-39% -$126K ﹤0.01% 2076
2023
Q3
$297K Buy
+8,610
New +$310K ﹤0.01% 1745

Other funds holding SMPL

Wealth Enhancement Advisory Services's SMPL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Simply Good Foods (SMPL) stake by 259% in Q2 2026, buying an estimated $526K and bringing the position to 59,019 shares worth $754K. The position accounts for ﹤0.01% of the portfolio, ranked #2308.

Wealth Enhancement Advisory Services first reported a position in SMPL in Q3 2023 and has held it in 6 quarters since. 300 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 59,019 shares of Simply Good Foods worth $754K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 42,590 Simply Good Foods shares in Q2 2026, an estimated $526K.
  • Simply Good Foods made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2308 holding.
  • Wealth Enhancement Advisory Services first reported a position in Simply Good Foods in Q3 2023 and has held it in 6 quarters since.
  • 300 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.