UWS
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Unique Wealth Strategies’s Sezzle SEZL Stock Holding History

Unique Wealth Strategies’s Portfolio SEZL Stock Details SEZL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.09M Hold
6,378
– – 0.4% 56
2026
Q2 		$1.09M Sell
6,378
-1,521
-19% -$160K 0.4% 58
2026
Q1 		$500K Buy
+7,899
New +$538K 0.2% 153

Other funds holding SEZL

FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Unique Wealth Strategies's SEZL Position: Q3 2026 in Review

Unique Wealth Strategies held its Sezzle (SEZL) position steady in Q3 2026 at 6,378 shares worth $1.09M. The position accounts for 0.4% of the portfolio, ranked #56.

Unique Wealth Strategies first reported a position in SEZL in Q1 2026 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold SEZL as of Q3 2026.

  • Unique Wealth Strategies held 6,378 shares of Sezzle worth $1.09M as of Q3 2026.
  • Unique Wealth Strategies left its Sezzle share count unchanged in Q3 2026.
  • Sezzle made up 0.4% of Unique Wealth Strategies's portfolio in Q3 2026, its #56 holding.
  • Unique Wealth Strategies first reported a position in Sezzle in Q1 2026 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Sezzle as of Q3 2026.

Based on Unique Wealth Strategies's 13F filing for Q3 2026, filed 13 Oct 2026.