JFS Wealth Advisors’s Cactus WHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.77K	Buy	54 +15	+38%	+$836	﹤0.01%	1499
2026 Q1	$1.85K	Buy	39 +20	+105%	+$1.05K	﹤0.01%	1531
2025 Q4	$868	Buy	19 +10	+111%	+$418	﹤0.01%	1727
2025 Q3	$356	Sell	9 -16	-64%	-$673	﹤0.01%	1801
2025 Q2	$1.09K	Sell	25 -13	-34%	-$543	﹤0.01%	1551
2025 Q1	$1.74K	Buy	38 +8	+27%	+$443	﹤0.01%	1514
2024 Q4	$1.75K	Hold	30	–	–	﹤0.01%	1532
2024 Q3	$1.79K	Buy	30 +1	+3%	+$58	﹤0.01%	1532
2024 Q2	$1.53K	Buy	29 +8	+38%	+$407	﹤0.01%	1534
2024 Q1	$1.05K	Sell	21 -1	-5%	-$44	﹤0.01%	1647
2023 Q4	$999	Sell	22 -8	-27%	-$364	﹤0.01%	1659
2023 Q3	$1.51K	Buy	30 +13	+76%	+$653	﹤0.01%	1470
2023 Q2	$720	Sell	17 -4	-19%	-$156	﹤0.01%	1691
2023 Q1	$866	Sell	21 -4	-16%	-$193	﹤0.01%	1618
2022 Q4	$1.26K	Buy	25 +8	+47%	+$401	﹤0.01%	1543
2022 Q3	$1K	Sell	17 -25	-60%	-$1K	﹤0.01%	1675
2022 Q2	$2K	Buy	42 +14	+50%	+$704	﹤0.01%	1411
2022 Q1	$2K	Buy	28 +18	+180%	+$892	﹤0.01%	1522
2021 Q4	$0	Buy	+10	New	+$402	﹤0.01%	1899

Other funds holding WHD

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

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

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return