Wealth Enhancement Advisory Services’s Alphatec Holdings ATEC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ATEC Stock Details ATEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$720K	Buy	69,556 +16,755	+32%	+$159K	﹤0.01%	2464
2026 Q2	$506K	Buy	52,801 +13,335	+34%	+$121K	﹤0.01%	2668
2026 Q1	$427K	Sell	39,466 -29,406	-43%	-$428K	﹤0.01%	2458
2025 Q4	$1.5M	Buy	68,872 +6,695	+11%	+$124K	﹤0.01%	1692
2025 Q3	$836K	Sell	62,177 -199	-0.3%	-$2.77K	﹤0.01%	1982
2025 Q2	$686K	Buy	62,376 +2,389	+4%	+$27.4K	﹤0.01%	1978
2025 Q1	$608K	Buy	59,987 +45,027	+301%	+$483K	﹤0.01%	1905
2024 Q4	$137K	Buy	+14,960	New	+$119K	﹤0.01%	2753

Other funds holding ATEC

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

Wealth Enhancement Advisory Services's ATEC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Alphatec Holdings (ATEC) stake by 32% in Q3 2026, buying an estimated $159K and bringing the position to 69,556 shares worth $720K. The position accounts for ﹤0.01% of the portfolio, ranked #2464.

Wealth Enhancement Advisory Services first reported a position in ATEC in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.5M in Q4 2025. 22 funds tracked by Wall St. Rank hold ATEC as of Q3 2026.

Wealth Enhancement Advisory Services held 69,556 shares of Alphatec Holdings worth $720K as of Q3 2026.
Wealth Enhancement Advisory Services bought 16,755 Alphatec Holdings shares in Q3 2026, an estimated $159K.
Alphatec Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2464 holding.
Wealth Enhancement Advisory Services first reported a position in Alphatec Holdings in Q4 2024 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's Alphatec Holdings position peaked at $1.5M in Q4 2025.
22 funds tracked by Wall St. Rank held Alphatec Holdings as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.