Wealth Enhancement Advisory Services
XOP icon

Wealth Enhancement Advisory Services’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio XOP Stock Details XOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$367K Buy
2,317
+7
+0.3% +$1.17K ﹤0.01% 2999
2026
Q1 		$411K Sell
2,310
-2,418
-51% -$364K ﹤0.01% 2490
2025
Q4 		$594K Sell
4,728
-94
-2% -$12.2K ﹤0.01% 2350
2025
Q3 		$645K Buy
4,822
+121
+3% +$15.6K ﹤0.01% 2158
2025
Q2 		$607K Buy
4,701
+25
+0.5% +$3K ﹤0.01% 2083
2025
Q1 		$616K Buy
4,676
+369
+9% +$49.5K ﹤0.01% 1893
2024
Q4 		$570K Sell
4,307
-26
-0.6% -$3.56K ﹤0.01% 1896
2024
Q3 		$570K Sell
4,333
-660
-13% -$91.2K ﹤0.01% 1742
2024
Q2 		$726K Sell
4,993
-387
-7% -$58.5K ﹤0.01% 1429
2024
Q1 		$834K Buy
5,380
+48
+0.9% +$6.65K ﹤0.01% 1323
2023
Q4 		$730K Buy
5,332
+640
+14% +$90K ﹤0.01% 1299
2023
Q3 		$694K Buy
+4,692
New +$672K ﹤0.01% 1256

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CPL
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OPOWM
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BCM
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AIP
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APW
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PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
YIH
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G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
RA
Rockingstone Advisors Great Barrington, Massachusetts $249M AUM 31.06% 1-Year Est. Return