Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Pathward Financial CASH Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CASH Stock Details CASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,158
Closed -$464K – 4151
2026
Q1 		$464K Sell
5,158
-20,673
-80% -$1.8M ﹤0.01% 2375
2025
Q4 		$1.93M Sell
25,831
-101,877
-80% -$7.3M ﹤0.01% 1532
2025
Q3 		$9.52M Sell
127,708
-81,661
-39% -$6.36M 0.01% 679
2025
Q2 		$17.3M Sell
209,369
-25,636
-11% -$1.96M 0.03% 464
2025
Q1 		$17.1M Buy
235,005
+6,305
+3% +$481K 0.03% 444
2024
Q4 		$16.8M Sell
228,700
-61,309
-21% -$4.67M 0.03% 410
2024
Q3 		$19.1M Sell
290,009
-39,039
-12% -$2.51M 0.04% 363
2024
Q2 		$18.6M Sell
329,048
-23,942
-7% -$1.26M 0.04% 341
2024
Q1 		$17.8M Buy
+352,990
New +$17.9M 0.05% 350

Other funds holding CASH

MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

Wealth Enhancement Advisory Services sold out of Pathward Financial (CASH) in Q2 2026, closing a stake of 5,158 shares — an estimated $464K sold.

Wealth Enhancement Advisory Services first reported a position in CASH in Q1 2024 and held it in 9 quarters. The position peaked at $19.1M in Q3 2024. 23 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining Pathward Financial position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 5,158 Pathward Financial shares in Q2 2026, an estimated $464K.
  • Wealth Enhancement Advisory Services first reported a position in Pathward Financial in Q1 2024 and held it in 9 quarters.
  • Wealth Enhancement Advisory Services's Pathward Financial position peaked at $19.1M in Q3 2024.
  • 23 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

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