Wealth Enhancement Advisory Services
EZRO icon

Wealth Enhancement Advisory Services’s AlphaDroid Defensive Sector Rotation ETF EZRO Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio EZRO Stock Details EZRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$353K Buy
13,483
+694
+5% +$17.1K ﹤0.01% 3184
2026
Q2 		$321K Buy
+12,789
New +$332K ﹤0.01% 3136

Other funds holding EZRO

One Plus One Wealth Management
One Plus One Wealth Management Jupiter, Florida $239M AUM 13.66% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
World Equity Group
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return
Wolff Wiese Magana
Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its AlphaDroid Defensive Sector Rotation ETF (EZRO) stake by 5.4% in Q3 2026, buying an estimated $17.1K and bringing the position to 13,483 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #3184.

Wealth Enhancement Advisory Services first reported a position in EZRO in Q2 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold EZRO as of Q3 2026.

  • Wealth Enhancement Advisory Services held 13,483 shares of AlphaDroid Defensive Sector Rotation ETF worth $353K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 694 AlphaDroid Defensive Sector Rotation ETF shares in Q3 2026, an estimated $17.1K.
  • AlphaDroid Defensive Sector Rotation ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3184 holding.
  • Wealth Enhancement Advisory Services first reported a position in AlphaDroid Defensive Sector Rotation ETF in Q2 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held AlphaDroid Defensive Sector Rotation ETF as of Q3 2026.

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