Wealth Enhancement Advisory Services
CORZW icon

Wealth Enhancement Advisory Services’s Core Scientific Inc Tranche 1 Warrants CORZW Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CORZW Stock Details CORZW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$286K Hold
17,097
– – ﹤0.01% 3250
2026
Q1 		$169K Hold
17,097
– – ﹤0.01% 3194
2025
Q4 		$181K Buy
17,097
+3,611
+27% +$40.1K ﹤0.01% 3303
2025
Q3 		$144K Hold
13,486
– – ﹤0.01% 3251
2025
Q2 		$156K Buy
+13,486
New +$67.1K ﹤0.01% 3060

Other funds holding CORZW

GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

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

Wealth Enhancement Advisory Services held its Core Scientific Inc Tranche 1 Warrants (CORZW) position steady in Q2 2026 at 17,097 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #3250.

Wealth Enhancement Advisory Services first reported a position in CORZW in Q2 2025 and has held it in 5 quarters since. 6 funds tracked by Wall St. Rank hold CORZW as of Q2 2026.

  • Wealth Enhancement Advisory Services held 17,097 shares of Core Scientific Inc Tranche 1 Warrants worth $286K as of Q2 2026.
  • Wealth Enhancement Advisory Services left its Core Scientific Inc Tranche 1 Warrants share count unchanged in Q2 2026.
  • Core Scientific Inc Tranche 1 Warrants made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3250 holding.
  • Wealth Enhancement Advisory Services first reported a position in Core Scientific Inc Tranche 1 Warrants in Q2 2025 and has held it in 5 quarters since.
  • 6 funds tracked by Wall St. Rank held Core Scientific Inc Tranche 1 Warrants as of Q2 2026.

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