Wealth Enhancement Advisory Services
STK

Wealth Enhancement Advisory Services’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio STK Stock Details STK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$538K Buy
10,331
+2,725
+36% +$135K ﹤0.01% 2617
2026
Q1 		$297K Sell
7,606
-2,018
-21% -$79.5K ﹤0.01% 2790
2025
Q4 		$370K Buy
9,624
+1,319
+16% +$48.5K ﹤0.01% 2729
2025
Q3 		$300K Buy
8,305
+558
+7% +$17.8K ﹤0.01% 2795
2025
Q2 		$240K Sell
7,747
-2,126
-22% -$60K ﹤0.01% 2835
2025
Q1 		$276K Sell
9,873
-8,572
-46% -$270K ﹤0.01% 2516
2024
Q4 		$589K Sell
18,445
-1,831
-9% -$61.2K ﹤0.01% 1868
2024
Q3 		$679K Hold
20,276
– – ﹤0.01% 1617
2024
Q2 		$675K Hold
20,276
– – ﹤0.01% 1469
2024
Q1 		$646K Buy
20,276
+151
+0.8% +$4.86K ﹤0.01% 1448
2023
Q4 		$636K Hold
20,125
– – ﹤0.01% 1376
2023
Q3 		$548K Buy
+20,125
New +$594K ﹤0.01% 1378

Other funds holding STK

PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM

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

Wealth Enhancement Advisory Services increased its Columbia Seligman Premium Technology Growth Fund (STK) stake by 36% in Q2 2026, buying an estimated $135K and bringing the position to 10,331 shares worth $538K. The position accounts for ﹤0.01% of the portfolio, ranked #2617.

Wealth Enhancement Advisory Services first reported a position in STK in Q3 2023 and has held it in 12 quarters since. The position peaked at $679K in Q3 2024. 13 funds tracked by Wall St. Rank hold STK as of Q2 2026.

  • Wealth Enhancement Advisory Services held 10,331 shares of Columbia Seligman Premium Technology Growth Fund worth $538K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,725 Columbia Seligman Premium Technology Growth Fund shares in Q2 2026, an estimated $135K.
  • Columbia Seligman Premium Technology Growth Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2617 holding.
  • Wealth Enhancement Advisory Services first reported a position in Columbia Seligman Premium Technology Growth Fund in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Columbia Seligman Premium Technology Growth Fund position peaked at $679K in Q3 2024.
  • 13 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q2 2026.

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