Wealth Enhancement Advisory Services
SWI

Wealth Enhancement Advisory Services’s SolarWinds Corporation Common Stock SWI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SWI Stock Details SWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-13,902
Closed -$256K – 3518
2025
Q1 		$256K Sell
13,902
-1,690
-11% -$28.4K ﹤0.01% 2562
2024
Q4 		$222K Buy
15,592
+978
+7% +$13.2K ﹤0.01% 2621
2024
Q3 		$191K Buy
+14,614
New +$179K ﹤0.01% 2459

Other funds holding SWI

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Wealth Enhancement Advisory Services's SWI Position: Q2 2025 in Review

Wealth Enhancement Advisory Services sold out of SolarWinds Corporation Common Stock (SWI) in Q2 2025, closing a stake of 13,902 shares — an estimated $256K sold.

Wealth Enhancement Advisory Services first reported a position in SWI in Q3 2024 and held it in 3 quarters. The position peaked at $256K in Q1 2025. 1 fund tracked by Wall St. Rank holds SWI as of Q2 2025.

  • Wealth Enhancement Advisory Services reported no remaining SolarWinds Corporation Common Stock position as of Q2 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 13,902 SolarWinds Corporation Common Stock shares in Q2 2025, an estimated $256K.
  • Wealth Enhancement Advisory Services first reported a position in SolarWinds Corporation Common Stock in Q3 2024 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's SolarWinds Corporation Common Stock position peaked at $256K in Q1 2025.
  • 1 fund tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q2 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.