Wealth Enhancement Advisory Services
CZWI icon

Wealth Enhancement Advisory Services’s Citizens Community Bancorp CZWI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CZWI Stock Details CZWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$207K Buy
+9,673
New +$211K ﹤0.01% 3714

Other funds holding CZWI

RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Wealth Enhancement Advisory Services's CZWI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Citizens Community Bancorp (CZWI) in Q3 2026: 9,673 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #3714 among its holdings.

8 funds tracked by Wall St. Rank hold CZWI as of Q3 2026.

  • Wealth Enhancement Advisory Services held 9,673 shares of Citizens Community Bancorp worth $207K as of Q3 2026.
  • Citizens Community Bancorp was a new Wealth Enhancement Advisory Services position in Q3 2026.
  • Citizens Community Bancorp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3714 holding.
  • 8 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q3 2026.

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