Wealth Enhancement Advisory Services
CIRC

Wealth Enhancement Advisory Services’s Circle8 Group CIRC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CIRC Stock Details CIRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17K Buy
+19,818
New +$31.3K ﹤0.01% 4052

Other funds holding CIRC

CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
TFS
Targeted Financial Services Seminole, Florida $136M AUM
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Wealth Enhancement Advisory Services opened a new position in Circle8 Group (CIRC) in Q2 2026: 19,818 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #4052 among its holdings.

10 funds tracked by Wall St. Rank hold CIRC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 19,818 shares of Circle8 Group worth $17K as of Q2 2026.
  • Circle8 Group was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Circle8 Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #4052 holding.
  • 10 funds tracked by Wall St. Rank held Circle8 Group as of Q2 2026.

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