Wealth Enhancement Advisory Services
AVPT icon

Wealth Enhancement Advisory Services’s AvePoint AVPT Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio AVPT Stock Details AVPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$697K Buy
56,052
+29,257
+109% +$301K ﹤0.01% 2381
2026
Q1 		$266K Buy
26,795
+11,564
+76% +$130K ﹤0.01% 2888
2025
Q4 		$208K Buy
+15,231
New +$210K ﹤0.01% 3246

Other funds holding AVPT

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its AvePoint (AVPT) stake by 109% in Q2 2026, buying an estimated $301K and bringing the position to 56,052 shares worth $697K. The position accounts for ﹤0.01% of the portfolio, ranked #2381.

Wealth Enhancement Advisory Services first reported a position in AVPT in Q4 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 56,052 shares of AvePoint worth $697K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 29,257 AvePoint shares in Q2 2026, an estimated $301K.
  • AvePoint made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2381 holding.
  • Wealth Enhancement Advisory Services first reported a position in AvePoint in Q4 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

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