Back to ERII
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → ERII
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ERII Position History
Energy Recovery, Inc. • Industrials
Quarters held
3
Latest value
$106K
Q3 2026
Peak value
$218K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $218K |
| Q4 2025 | $182K |
| Q3 2026 | $106K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $106K | 15.4K | — | — |
| Q4 2025 | $182K | 12.6K | — | — |
| Q3 2025 | $218K | 14.0K | — | — |
Other funds holding ERII
$28.2M
$27.9M
$27.9M
$26.3M
$18.9M