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

A6
Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 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. 253 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.
  • 253 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.