Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Alta Equipment Group ALTG Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ALTG Stock Details ALTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$88.1K Buy
+13,301
New +$89.2K ﹤0.01% 3827

Other funds holding ALTG

RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

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

Wealth Enhancement Advisory Services opened a new position in Alta Equipment Group (ALTG) in Q2 2026: 13,301 shares worth $88.1K. The stake represents ﹤0.01% of the portfolio and ranks #3827 among its holdings.

6 funds tracked by Wall St. Rank hold ALTG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 13,301 shares of Alta Equipment Group worth $88.1K as of Q2 2026.
  • Alta Equipment Group was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Alta Equipment Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3827 holding.
  • 6 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2026.

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