Wealth Enhancement Advisory Services
ACVA icon

Wealth Enhancement Advisory Services’s ACV Auctions ACVA Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ACVA Stock Details ACVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$516K Buy
88,289
+61,717
+232% +$350K ﹤0.01% 2657
2026
Q1 		$116K Buy
26,572
+7,036
+36% +$46.1K ﹤0.01% 3287
2025
Q4 		$167K Buy
+19,536
New +$158K ﹤0.01% 3325

Other funds holding ACVA

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM

Wealth Enhancement Advisory Services's ACVA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its ACV Auctions (ACVA) stake by 232% in Q2 2026, buying an estimated $350K and bringing the position to 88,289 shares worth $516K. The position accounts for ﹤0.01% of the portfolio, ranked #2657.

Wealth Enhancement Advisory Services first reported a position in ACVA in Q4 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold ACVA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 88,289 shares of ACV Auctions worth $516K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 61,717 ACV Auctions shares in Q2 2026, an estimated $350K.
  • ACV Auctions made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2657 holding.
  • Wealth Enhancement Advisory Services first reported a position in ACV Auctions in Q4 2025 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held ACV Auctions as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.