Wealth Enhancement Advisory Services
BRCC icon

Wealth Enhancement Advisory Services’s BRC Inc BRCC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BRCC Stock Details BRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-4,150
Closed -$49K – 4244
2026
Q2 		$49K Buy
4,150
+1,639
+65% +$20.3K ﹤0.01% 3923
2026
Q1 		$20K Buy
2,511
+1,395
+125% +$11.7K ﹤0.01% 3502
2025
Q4 		$11.7K Sell
1,116
-374
-25% -$4.85K ﹤0.01% 3625
2025
Q3 		$20.6K Buy
+1,490
New +$23.8K ﹤0.01% 3507

Other funds holding BRCC

B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

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

Wealth Enhancement Advisory Services sold out of BRC Inc (BRCC) in Q3 2026, closing a stake of 4,150 shares — an estimated $49K sold.

Wealth Enhancement Advisory Services first reported a position in BRCC in Q3 2025 and held it in 4 quarters. The position peaked at $49K in Q2 2026. 8 funds tracked by Wall St. Rank hold BRCC as of Q3 2026.

  • Wealth Enhancement Advisory Services reported no remaining BRC Inc position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 4,150 BRC Inc shares in Q3 2026, an estimated $49K.
  • Wealth Enhancement Advisory Services first reported a position in BRC Inc in Q3 2025 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's BRC Inc position peaked at $49K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held BRC Inc as of Q3 2026.

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