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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$409K	Sell	40,460 -18,559	-31%	-$204K	﹤0.01%	3027
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Wealth Enhancement Advisory Services's SMPL Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Simply Good Foods (SMPL) stake by 31% in Q3 2026, selling an estimated $204K and leaving 40,460 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #3027.

Wealth Enhancement Advisory Services first reported a position in SMPL in Q3 2023 and has held it in 7 quarters since. The position peaked at $754K in Q2 2026. 48 funds tracked by Wall St. Rank hold SMPL as of Q3 2026.

Wealth Enhancement Advisory Services held 40,460 shares of Simply Good Foods worth $409K as of Q3 2026.
Wealth Enhancement Advisory Services sold 18,559 Simply Good Foods shares in Q3 2026, an estimated $204K.
Simply Good Foods made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3027 holding.
Wealth Enhancement Advisory Services first reported a position in Simply Good Foods in Q3 2023 and has held it in 7 quarters since.
Wealth Enhancement Advisory Services's Simply Good Foods position peaked at $754K in Q2 2026.
48 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.