Wealth Enhancement Advisory Services
X

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
-15,600
Closed -$19.6K – 3499
2025
Q1 		$19.6K Buy
+15,600
New +$590K ﹤0.01% 2914
2024
Q4 		– Sell
-1,400
Closed -$352 – 3131
2024
Q3 		$352 Buy
+1,400
New +$53.3K ﹤0.01% 2787

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $173B AUM 20.72% 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 $18.1B AUM 24.69% 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.