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
Q2 		$283K Buy
+5,431
New +$257K ﹤0.01% 3259

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GXJ
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IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Wealth Enhancement Advisory Services opened a new position in Cass Information Systems (CASS) in Q2 2026: 5,431 shares worth $283K. The stake represents ﹤0.01% of the portfolio and ranks #3259 among its holdings.

17 funds tracked by Wall St. Rank hold CASS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 5,431 shares of Cass Information Systems worth $283K as of Q2 2026.
  • Cass Information Systems was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Cass Information Systems made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3259 holding.
  • 17 funds tracked by Wall St. Rank held Cass Information Systems as of Q2 2026.

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