PWA
LFVN icon

Physician Wealth Advisors’s LifeVantage LFVN Stock Holding History

Physician Wealth Advisors’s Portfolio LFVN Stock Details LFVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.39K Hold
1,185
– – ﹤0.01% 960
2026
Q1 		$5.12K Buy
1,185
+157
+15% +$822 ﹤0.01% 998
2025
Q4 		$6.33K Buy
1,028
+76
+8% +$563 ﹤0.01% 899
2025
Q3 		$9.26K Hold
952
– – ﹤0.01% 758
2025
Q2 		$12.5K Hold
952
– – ﹤0.01% 610
2025
Q1 		$13.9K Hold
952
– – ﹤0.01% 555
2024
Q4 		$16.7K Buy
+952
New +$13.3K ﹤0.01% 541

Other funds holding LFVN

CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
NEPPG
New England Professional Planning Group Westerly, Rhode Island $268M AUM 22.36% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Physician Wealth Advisors's LFVN Position: Q2 2026 in Review

Physician Wealth Advisors held its LifeVantage (LFVN) position steady in Q2 2026 at 1,185 shares worth $7.39K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Physician Wealth Advisors first reported a position in LFVN in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.7K in Q4 2024. 22 funds tracked by Wall St. Rank hold LFVN as of Q2 2026.

  • Physician Wealth Advisors held 1,185 shares of LifeVantage worth $7.39K as of Q2 2026.
  • Physician Wealth Advisors left its LifeVantage share count unchanged in Q2 2026.
  • LifeVantage made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #960 holding.
  • Physician Wealth Advisors first reported a position in LifeVantage in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's LifeVantage position peaked at $16.7K in Q4 2024.
  • 22 funds tracked by Wall St. Rank held LifeVantage as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.