Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s US Steel X Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,599
Closed -$448K – 3500
2025
Q1 		$448K Buy
10,599
+821
+8% +$31.1K ﹤0.01% 2142
2024
Q4 		$332K Buy
9,778
+1,022
+12% +$37.7K ﹤0.01% 2301
2024
Q3 		$309K Sell
8,756
-595
-6% -$22.7K ﹤0.01% 2160
2024
Q2 		$353K Buy
9,351
+826
+10% +$31.5K ﹤0.01% 1871
2024
Q1 		$348K Sell
8,525
-1,108,721
-99% -$50.7M ﹤0.01% 1822
2023
Q4 		$54.4M Sell
1,117,246
-22,263
-2% -$810K 0.16% 140
2023
Q3 		$37M Buy
+1,139,509
New +$32M 0.12% 174
2019
Q1 		– Sell
-32,494
Closed -$699K – 225
2018
Q4 		$699K Buy
32,494
+1,820
+6% +$45.6K 0.04% 145
2018
Q3 		$781K Buy
30,674
+2,870
+10% +$92.6K 0.05% 135
2018
Q2 		$988K Buy
27,804
+1,448
+5% +$51.8K 0.06% 122
2018
Q1 		$946K Buy
+26,356
New +$1.04M 0.06% 115
2017
Q4 		– Sell
-36,420
Closed -$949K – 174
2017
Q3 		$949K Buy
+36,420
New +$891K 0.08% 104
2017
Q1 		– Sell
-31,996
Closed -$1.06M – 181
2016
Q4 		$1.06M Buy
+31,996
New +$855K 0.13% 86

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CAWM
Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Wealth Enhancement Advisory Services sold out of US Steel (X) in Q2 2025, closing a stake of 10,599 shares — an estimated $448K sold.

Wealth Enhancement Advisory Services first reported a position in X in Q4 2016 and held it in 13 quarters. The position peaked at $54.4M in Q4 2023. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Wealth Enhancement Advisory Services reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 10,599 US Steel shares in Q2 2025, an estimated $448K.
  • Wealth Enhancement Advisory Services first reported a position in US Steel in Q4 2016 and held it in 13 quarters.
  • Wealth Enhancement Advisory Services's US Steel position peaked at $54.4M in Q4 2023.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

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