Wealth Enhancement Advisory Services
DAVE icon

Wealth Enhancement Advisory Services’s Dave Inc DAVE Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio DAVE Stock Details DAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.24M Buy
3,083
+57
+2% +$14.8K ﹤0.01% 1922
2026
Q1 		$523K Buy
3,026
+764
+34% +$148K ﹤0.01% 2284
2025
Q4 		$528K Sell
2,262
-86
-4% -$18.5K ﹤0.01% 2434
2025
Q3 		$476K Buy
2,348
+21
+0.9% +$4.54K ﹤0.01% 2406
2025
Q2 		$656K Buy
+2,327
New +$367K ﹤0.01% 2019

Other funds holding DAVE

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Dave Inc (DAVE) stake by 1.9% in Q2 2026, buying an estimated $14.8K and bringing the position to 3,083 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1922.

Wealth Enhancement Advisory Services first reported a position in DAVE in Q2 2025 and has held it in 5 quarters since. 24 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 3,083 shares of Dave Inc worth $1.24M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 57 Dave Inc shares in Q2 2026, an estimated $14.8K.
  • Dave Inc made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1922 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dave Inc in Q2 2025 and has held it in 5 quarters since.
  • 24 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

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