Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Sonida Senior Living SNDA Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SNDA Stock Details SNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$506K Buy
12,491
+867
+7% +$31.1K ﹤0.01% 2670
2026
Q1 		$374K Buy
+11,624
New +$389K ﹤0.01% 2574

Other funds holding SNDA

FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
FI
Finivi Inc Westborough, Massachusetts $195M AUM 34.2% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Sonida Senior Living (SNDA) stake by 7.5% in Q2 2026, buying an estimated $31.1K and bringing the position to 12,491 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #2670.

Wealth Enhancement Advisory Services first reported a position in SNDA in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold SNDA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 12,491 shares of Sonida Senior Living worth $506K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 867 Sonida Senior Living shares in Q2 2026, an estimated $31.1K.
  • Sonida Senior Living made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2670 holding.
  • Wealth Enhancement Advisory Services first reported a position in Sonida Senior Living in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Sonida Senior Living as of Q2 2026.

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