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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → SMPL
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SMPL Position History
The Simply Good Foods Company • Consumer Defensive
Quarters held
4
Latest value
$409K
Q3 2026
Peak value
$754K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $163K |
| Q1 2026 | $233K |
| Q2 2026 | $754K |
| Q3 2026 | $409K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $409K | 40.5K | — | — |
| Q2 2026 | $754K | 59.0K | — | — |
| Q1 2026 | $233K | 16.4K | — | — |
| Q3 2025 | $163K | 6.7K | — | — |
Other funds holding SMPL
$368.7M
$353.6M
$352M
$323M
$239.6M
$198.1M
$147.5M