Wealth Enhancement Advisory Services
USAP

Wealth Enhancement Advisory Services’s Universal Stainless & Alloy USAP Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio USAP Stock Details USAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,442
Closed -$636K – 3210
2024
Q4 		$636K Sell
14,442
-12,622
-47% -$546K ﹤0.01% 1816
2024
Q3 		$1.05M Sell
27,064
-118
-0.4% -$4.21K ﹤0.01% 1368
2024
Q2 		$744K Buy
27,182
+2,039
+8% +$60.1K ﹤0.01% 1411
2024
Q1 		$564K Hold
25,143
– – ﹤0.01% 1508
2023
Q4 		$505K Hold
25,143
– – ﹤0.01% 1501
2023
Q3 		$330K Buy
+25,143
New +$353K ﹤0.01% 1686

Other funds holding USAP

AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's USAP Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of Universal Stainless & Alloy (USAP) in Q1 2025, closing a stake of 14,442 shares — an estimated $636K sold.

Wealth Enhancement Advisory Services first reported a position in USAP in Q3 2023 and held it in 6 quarters. The position peaked at $1.05M in Q3 2024. 2 funds tracked by Wall St. Rank hold USAP as of Q1 2025.

  • Wealth Enhancement Advisory Services reported no remaining Universal Stainless & Alloy position as of Q1 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 14,442 Universal Stainless & Alloy shares in Q1 2025, an estimated $636K.
  • Wealth Enhancement Advisory Services first reported a position in Universal Stainless & Alloy in Q3 2023 and held it in 6 quarters.
  • Wealth Enhancement Advisory Services's Universal Stainless & Alloy position peaked at $1.05M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Universal Stainless & Alloy as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.