Wealth Enhancement Advisory Services
CASS icon

Wealth Enhancement Advisory Services’s Cass Information Systems CASS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CASS Stock Details CASS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$319K Buy
5,908
+477
+9% +$26.3K ﹤0.01% 3288
2026
Q2 		$283K Buy
+5,431
New +$257K ﹤0.01% 3259

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Vanguard Portfolio Management
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Wealth Enhancement Advisory Services's CASS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Cass Information Systems (CASS) stake by 8.8% in Q3 2026, buying an estimated $26.3K and bringing the position to 5,908 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #3288.

Wealth Enhancement Advisory Services first reported a position in CASS in Q2 2026 and has held it in 2 quarters since. 144 funds tracked by Wall St. Rank hold CASS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 5,908 shares of Cass Information Systems worth $319K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 477 Cass Information Systems shares in Q3 2026, an estimated $26.3K.
  • Cass Information Systems made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3288 holding.
  • Wealth Enhancement Advisory Services first reported a position in Cass Information Systems in Q2 2026 and has held it in 2 quarters since.
  • 144 funds tracked by Wall St. Rank held Cass Information Systems as of Q3 2026.

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