Wealth Enhancement Advisory Services
XPO icon

Wealth Enhancement Advisory Services’s XPO XPO Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio XPO Stock Details XPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.47M Buy
10,067
+1,922
+24% +$407K ﹤0.01% 1797
2026
Q1 		$1.08M Sell
8,145
-8,018
-50% -$1.44M ﹤0.01% 1745
2025
Q4 		$2.46M Buy
16,163
+195
+1% +$26.6K ﹤0.01% 1404
2025
Q3 		$2.11M Buy
15,968
+213
+1% +$27.6K ﹤0.01% 1400
2025
Q2 		$2.08M Buy
15,755
+334
+2% +$37.5K ﹤0.01% 1331
2025
Q1 		$1.66M Sell
15,421
-80
-0.5% -$10.2K ﹤0.01% 1344
2024
Q4 		$2.03M Buy
15,501
+111
+0.7% +$15K ﹤0.01% 1182
2024
Q3 		$1.65M Sell
15,390
-1,481
-9% -$166K ﹤0.01% 1147
2024
Q2 		$1.79M Buy
16,871
+4,018
+31% +$450K ﹤0.01% 1029
2024
Q1 		$1.57M Buy
12,853
+81
+0.6% +$8.67K ﹤0.01% 1049
2023
Q4 		$1.12M Sell
12,772
-64
-0.5% -$5.21K ﹤0.01% 1126
2023
Q3 		$958K Buy
+12,836
New +$886K ﹤0.01% 1117
2019
Q2 		– Sell
-56,417
Closed -$1.31M – 245
2019
Q1 		$1.31M Buy
+56,417
New +$1.08M 0.07% 110
2018
Q1 		– Sell
-15,466
Closed -$508K – 187
2017
Q4 		$508K Buy
+15,466
New +$395K 0.04% 125

Other funds holding XPO

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Wealth Enhancement Advisory Services's XPO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its XPO (XPO) stake by 24% in Q2 2026, buying an estimated $407K and bringing the position to 10,067 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1797.

Wealth Enhancement Advisory Services first reported a position in XPO in Q4 2017 and has held it in 14 quarters since. The position peaked at $2.46M in Q4 2025. 131 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 10,067 shares of XPO worth $1.47M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,922 XPO shares in Q2 2026, an estimated $407K.
  • XPO made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1797 holding.
  • Wealth Enhancement Advisory Services first reported a position in XPO in Q4 2017 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's XPO position peaked at $2.46M in Q4 2025.
  • 131 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.