Docoh
Loading...

Financial Enhancement

Financial Enhancement is an investment advisor in Anderson with $588.65M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
300041649
SEC advisor number
801-72907
FINRA CRD number
159017
AUM ?
$588.65M (as of 8 Jul 21)
Accounts
2,880 (as of 8 Jul 21)
Employees
19 (17 investment advisory or research)
Address
Financial Enhancement
2704 ENTERPRISE DRIVE
ANDERSON
IN 46013
Phone
765-640-1524

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 291 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
Simplify Exchange Traded Fun (US EQT PLS DWNSD)
$72.13M 2.37M 2.46M -3.7
$32.22M 642.02K 300.56K +113.6
$28.53M 475.86K 387.28K +22.9
$28.05M 373.27K 328.52K +13.6
$27.63M 546.83K 335.18K +63.1
Simplify Exchange Traded Fun (US EQT PLS CNVEX)
$26.43M 862.04K 866.71K -0.5
$18.96M 1.09M 992.73K +9.4
$17.04M 908.55K 817.13K +11.2
$16.17M 114.28K 92.64K +23.4
$12.94M 243.46K 221.45K +9.9
$11.88M 156.65K 137.05K +14.3
$11.33M 72.88K 65.94K +10.5
$11.06M 350.49K 433.81K -19.2
$10.57M 248.54K 218.32K +13.8
$9.73M 37.41K 33.34K +12.2
$9.3M 80.73K 226.53K -64.4
$9.01M 40.44K 28.73K +40.8
$8.83M 31.38K 28.58K +9.8
$8.42M 174.08K NEW
$8.26M 71.9K 62.72K +14.6
$7.52M 162.47K 106.73K +52.2
$7.45M 186.11K NEW
$7.41M 94.42K 81.46K +15.9
$6.73M 54.74K 6.81K +704.3
$6.5M 28.11K 25.75K +9.2
$5.14M 46.74K 43.28K +8.0
Simplify Exchange Traded Fun (VOLATILITY PREM)
$5.03M 189.52K NEW
$4.89M 53.38K 46.14K +15.7
$4.79M 56.99K 49.81K +14.4
$4.41M 87.09K 63.56K +37.0
$4.38M 12.48K NEW
$3.58M 48.7K 157.12K -69.0
$3.51M 43.8K 2.92K +1402.6
$3.49M 44.54K 36.16K +23.2
Aberdeen STD Palladium Etf T
$3.35M 18.78K NEW
$3.35M 11K 10.69K +2.9
$3.01M 67.46K 60.8K +11.0
$2.73M 54.18K 46.67K +16.1
$2.69M 52.33K 52.4K -0.1
$2.66M 13.91K NEW
$2.5M 24.48K 25.04K -2.2
$2.39M 53.99K 180.67K -70.1
$2.35M 46.34K 34.21K +35.4
$2.11M 35.75K 74.89K -52.3
$2.09M 41.47K NEW
Wisdomtree TR
$2.02M 51.9K 49.66K +4.5
$1.88M 91.6K NEW
$1.77M 116.12K 114.14K +1.7
$1.72M 33.47K 16 +209093.8
$1.68M 54.76K NEW
Holdings list only includes long positions. Only includes long positions.

Calendar

26 Nov 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings