JFS Wealth Advisors’s Enact Holdings ACT Stock Holding History

JFS Wealth Advisors’s Portfolio ACT Stock Details ACT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.57K	Buy	78 +13	+20%	+$556	﹤0.01%	1414
2026 Q1	$2.65K	Sell	65 -6	-8%	-$245	﹤0.01%	1425
2025 Q4	$2.81K	Buy	71 +26	+58%	+$979	﹤0.01%	1442
2025 Q3	$1.73K	Hold	45	–	–	﹤0.01%	1475
2025 Q2	$1.67K	Sell	45 -19	-30%	-$675	﹤0.01%	1438
2025 Q1	$2.22K	Buy	64 +9	+16%	+$301	﹤0.01%	1434
2024 Q4	$1.78K	Hold	55	–	–	﹤0.01%	1520
2024 Q3	$2K	Buy	55 +12	+28%	+$409	﹤0.01%	1492
2024 Q2	$1.32K	Hold	43	–	–	﹤0.01%	1590
2024 Q1	$1.34K	Hold	43	–	–	﹤0.01%	1579
2023 Q4	$1.24K	Buy	43 +1	+2%	+$28	﹤0.01%	1582
2023 Q3	$1.14K	Buy	42 +32	+320%	+$889	﹤0.01%	1559
2023 Q2	$252	Buy	+10	New	+$244	﹤0.01%	1850

Other funds holding ACT

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return