Wealth Enhancement Advisory Services
TLS icon

Wealth Enhancement Advisory Services’s Telos TLS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio TLS Stock Details TLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$126K Sell
28,791
-6,803
-19% -$30.7K ﹤0.01% 3881
2026
Q2 		$174K Buy
35,594
+16,780
+89% +$74.2K ﹤0.01% 3641
2026
Q1 		$81.3K Buy
+18,814
New +$88.9K ﹤0.01% 3357

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Cassaday & Co Wealth Management
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State of Wyoming
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New York State Teachers Retirement System (NYSTRS)
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LeConte Wealth Management
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Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Telos (TLS) stake by 19% in Q3 2026, selling an estimated $30.7K and leaving 28,791 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #3881.

Wealth Enhancement Advisory Services first reported a position in TLS in Q1 2026 and has held it in 3 quarters since. The position peaked at $174K in Q2 2026. 26 funds tracked by Wall St. Rank hold TLS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 28,791 shares of Telos worth $126K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 6,803 Telos shares in Q3 2026, an estimated $30.7K.
  • Telos made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3881 holding.
  • Wealth Enhancement Advisory Services first reported a position in Telos in Q1 2026 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's Telos position peaked at $174K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Telos as of Q3 2026.

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